Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
49,011
-4,609
| -9% | -$159K | 0.04% | 361 |
|
|
2025
Q1 | $1.88M | Buy |
53,620
+1,729
| +3% | +$60.7K | 0.05% | 294 |
|
|
2024
Q4 | $1.86M | Buy |
51,891
+618
| +1% | +$22.2K | 0.05% | 297 |
|
|
2024
Q3 | $1.9M | Sell |
51,273
-216
| -0.4% | -$7.99K | 0.06% | 291 |
|
|
2024
Q2 | $1.77M | Sell |
51,489
-8,277
| -14% | -$284K | 0.05% | 302 |
|
|
2024
Q1 | $2.14M | Sell |
59,766
-520
| -0.9% | -$18.7K | 0.07% | 257 |
|
|
2023
Q4 | $2.2M | Buy |
60,286
+11,294
| +23% | +$412K | 0.08% | 245 |
|
|
2023
Q3 | $1.64M | Buy |
48,992
+1,270
| +3% | +$42.6K | 0.06% | 298 |
|
|
2023
Q2 | $1.63M | Buy |
47,722
+1,240
| +3% | +$42.3K | 0.06% | 305 |
|
|
2023
Q1 | $1.52M | Buy |
46,482
+68
| +0.1% | +$2.22K | 0.06% | 313 |
|
|
2022
Q4 | $1.48M | Sell |
46,414
-1,965
| -4% | -$62.6K | 0.07% | 306 |
|
|
2022
Q3 | $1.36M | Buy |
48,379
+579
| +1% | +$16.2K | 0.07% | 288 |
|
|
2022
Q2 | $1.6M | Buy |
47,800
+1,990
| +4% | +$66.5K | 0.11% | 224 |
|
|
2022
Q1 | $1.58M | Buy |
+45,810
| New | +$1.58M | 0.09% | 257 |
|