NewEdge 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 | $1.96M | Sell |
55,924
-151
| -0.3% | -$5.29K | 0.01% | 946 |
|
|
2025
Q1 | $2.05M | Sell |
56,075
-646
| -1% | -$23.6K | 0.01% | 858 |
|
|
2024
Q4 | $2.12M | Sell |
56,721
-1,710
| -3% | -$64.1K | 0.01% | 809 |
|
|
2024
Q3 | $2.2M | Buy |
58,431
+557
| +1% | +$21K | 0.01% | 746 |
|
|
2024
Q2 | $1.89M | Buy |
57,874
+2,250
| +4% | +$73.6K | 0.01% | 774 |
|
|
2024
Q1 | $2M | Sell |
55,624
-1,486
| -3% | -$53.3K | 0.02% | 691 |
|
|
2023
Q4 | $2.07M | Buy |
57,110
+4,766
| +9% | +$172K | 0.02% | 648 |
|
|
2023
Q3 | $1.76M | Buy |
52,344
+12,561
| +32% | +$421K | 0.02% | 644 |
|
|
2023
Q2 | $1.36M | Sell |
39,783
-5,430
| -12% | -$185K | 0.02% | 735 |
|
|
2023
Q1 | $1.47M | Sell |
45,213
-5,363
| -11% | -$175K | 0.02% | 633 |
|
|
2022
Q4 | $59.9K | Buy |
50,576
+1,200
| +2% | +$1.42K | ﹤0.01% | 1647 |
|
|
2022
Q3 | $1.39M | Sell |
49,376
-21,535
| -30% | -$604K | 0.02% | 533 |
|
|
2022
Q2 | $2.37M | Buy |
+70,911
| New | +$2.37M | 0.04% | 396 |
|