Nisa Investment 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 | $758K | Sell |
21,563
-8,498
| -28% | -$299K | ﹤0.01% | 885 |
|
|
2025
Q1 | $1.1M | Sell |
30,061
-3,154
| -9% | -$115K | 0.01% | 797 |
|
|
2024
Q4 | $1.25M | Sell |
33,215
-1,252
| -4% | -$47K | ﹤0.01% | 815 |
|
|
2024
Q3 | $1.3M | Sell |
34,467
-6,970
| -17% | -$264K | 0.01% | 787 |
|
|
2024
Q2 | $1.36M | Buy |
41,437
+1,776
| +4% | +$58.3K | 0.01% | 802 |
|
|
2024
Q1 | $1.43M | Buy |
39,661
+95
| +0.2% | +$3.42K | 0.01% | 770 |
|
|
2023
Q4 | $1.44M | Sell |
39,566
-6,487
| -14% | -$237K | 0.01% | 748 |
|
|
2023
Q3 | $1.54M | Buy |
46,053
+2,233
| +5% | +$74.9K | 0.01% | 739 |
|
|
2023
Q2 | $1.49M | Sell |
43,820
-197
| -0.4% | -$6.71K | 0.01% | 764 |
|
|
2023
Q1 | $1.44M | Buy |
44,017
+5,625
| +15% | +$184K | 0.01% | 751 |
|
|
2022
Q4 | $1.22M | Hold |
38,392
| – | – | 0.01% | 858 |
|
|
2022
Q3 | $1.08M | Sell |
38,392
-10,176
| -21% | -$285K | 0.01% | 788 |
|
|
2022
Q2 | $1.62M | Buy |
48,568
+9,372
| +24% | +$313K | 0.01% | 689 |
|
|
2022
Q1 | $1.35M | Buy |
39,196
+31,659
| +420% | +$1.09M | 0.01% | 772 |
|
|
2021
Q4 | $238K | Sell |
7,537
-966
| -11% | -$30.5K | ﹤0.01% | 1219 |
|
|
2021
Q3 | $261 | Buy |
+8,503
| New | +$261 | ﹤0.01% | 1317 |
|