Newbridge Financial Services Group’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 | $222K | Sell |
6,327
-57
| -0.9% | -$2K | 0.04% | 271 |
|
|
2025
Q1 | $233K | Sell |
6,384
-2,468
| -28% | -$90.1K | 0.06% | 179 |
|
|
2024
Q4 | $332K | Buy |
8,852
+3
| +0% | +$112 | 0.09% | 160 |
|
|
2024
Q3 | $334K | Buy |
8,849
+1,795
| +25% | +$67.7K | 0.12% | 116 |
|
|
2024
Q2 | $231K | Sell |
7,054
-726
| -9% | -$23.7K | 0.09% | 167 |
|
|
2024
Q1 | $279K | Buy |
7,780
+1,625
| +26% | +$58.3K | 0.12% | 147 |
|
|
2023
Q4 | $225K | Sell |
6,155
-323
| -5% | -$11.8K | 0.11% | 175 |
|
|
2023
Q3 | $217K | Sell |
6,478
-699
| -10% | -$23.4K | 0.11% | 182 |
|
|
2023
Q2 | $245K | Buy |
7,177
+5,160
| +256% | +$176K | 0.12% | 175 |
|
|
2023
Q1 | $65.8K | Sell |
2,017
-13
| -0.6% | -$424 | 0.03% | 404 |
|
|
2022
Q4 | $64.6K | Sell |
2,030
-996
| -33% | -$31.7K | 0.04% | 396 |
|
|
2022
Q3 | $85K | Buy |
3,026
+2
| +0.1% | +$56 | 0.05% | 319 |
|
|
2022
Q2 | $101K | Sell |
3,024
-608
| -17% | -$20.3K | 0.06% | 265 |
|
|
2022
Q1 | $125K | Buy |
+3,632
| New | +$125K | 0.06% | 272 |
|