Money Concepts Capital’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
79,307
-381
| -0.5% | -$13.3K | 0.19% | 113 |
|
|
2025
Q1 | $2.91M | Sell |
79,688
-2,198
| -3% | -$80.2K | 0.22% | 104 |
|
|
2024
Q4 | $3.07M | Buy |
81,886
+1,291
| +2% | +$48.4K | 0.23% | 98 |
|
|
2024
Q3 | $3.04M | Sell |
80,595
-4,916
| -6% | -$185K | 0.23% | 98 |
|
|
2024
Q2 | $2.8M | Sell |
85,511
-149
| -0.2% | -$4.87K | 0.23% | 102 |
|
|
2024
Q1 | $3.07M | Buy |
85,660
+418
| +0.5% | +$15K | 0.28% | 91 |
|
|
2023
Q4 | $3.11M | Buy |
85,242
+2,421
| +3% | +$88.3K | 0.29% | 92 |
|
|
2023
Q3 | $2.78M | Buy |
82,821
+2,022
| +3% | +$67.8K | 0.29% | 100 |
|
|
2023
Q2 | $2.75M | Sell |
80,799
-2,788
| -3% | -$95K | 0.28% | 105 |
|
|
2023
Q1 | $2.74M | Sell |
83,587
-29,525
| -26% | -$969K | 0.15% | 122 |
|
|
2022
Q4 | $3.6M | Buy |
113,112
+29,830
| +36% | +$950K | 0.16% | 128 |
|
|
2022
Q3 | $2.34M | Buy |
83,282
+7,851
| +10% | +$220K | 0.14% | 140 |
|
|
2022
Q2 | $2.56M | Sell |
75,431
-28,428
| -27% | -$966K | 0.23% | 98 |
|
|
2022
Q1 | $3.57M | Buy |
+103,859
| New | +$3.57M | 0.2% | 103 |
|