MSH Capital Advisors’s Phillips Edison & Co PECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,670
Closed -$289K 234
2024
Q3
$289K Sell
7,670
-294
-4% -$11.1K 0.09% 198
2024
Q2
$260K Buy
7,964
+1,679
+27% +$54.9K 0.09% 195
2024
Q1
$225K Buy
6,285
+12
+0.2% +$430 0.08% 193
2023
Q4
$229K Buy
+6,273
New +$229K 0.09% 188