Northwestern Mutual Wealth Management’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 | $98.2K | Hold |
2,804
| – | – | ﹤0.01% | 2002 |
|
|
2025
Q1 | $102K | Sell |
2,804
-15
| -0.5% | -$547 | ﹤0.01% | 1918 |
|
|
2024
Q4 | $106K | Buy |
2,819
+15
| +0.5% | +$562 | ﹤0.01% | 1903 |
|
|
2024
Q3 | $106K | Sell |
2,804
-372
| -12% | -$14K | ﹤0.01% | 1873 |
|
|
2024
Q2 | $104K | Sell |
3,176
-2,745
| -46% | -$89.8K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $212K | Sell |
5,921
-2,453
| -29% | -$88K | ﹤0.01% | 1535 |
|
|
2023
Q4 | $305K | Buy |
8,374
+816
| +11% | +$29.8K | ﹤0.01% | 1364 |
|
|
2023
Q3 | $253K | Sell |
7,558
-1,683
| -18% | -$56.4K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $315K | Sell |
9,241
-1,360
| -13% | -$46.3K | ﹤0.01% | 1316 |
|
|
2023
Q1 | $346K | Sell |
10,601
-3,888
| -27% | -$127K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $461K | Buy |
14,489
+1,238
| +9% | +$39.4K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $372K | Buy |
13,251
+781
| +6% | +$21.9K | ﹤0.01% | 1176 |
|
|
2022
Q2 | $417K | Sell |
12,470
-2,909
| -19% | -$97.3K | ﹤0.01% | 1116 |
|
|
2022
Q1 | $528K | Buy |
+15,379
| New | +$528K | ﹤0.01% | 1063 |
|