Oliver Lagore Vanvalin Investment 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 | $687K | Buy |
+18,827
| New | +$687K | 0.27% | 79 |
|
|
2024
Q4 | $1.16M | Buy |
30,988
+447
| +1% | +$16.7K | 0.3% | 67 |
|
|
2024
Q3 | $1.15M | Buy |
30,541
+5,500
| +22% | +$207K | 0.31% | 65 |
|
|
2024
Q2 | $819K | Buy |
25,041
+5,803
| +30% | +$190K | 0.24% | 71 |
|
|
2024
Q1 | $690K | Buy |
19,238
+5,279
| +38% | +$189K | 0.2% | 76 |
|
|
2023
Q4 | $509K | Buy |
13,959
+2,091
| +18% | +$76.3K | 0.19% | 81 |
|
|
2023
Q3 | $398K | Sell |
11,868
-3,340
| -22% | -$112K | 0.16% | 93 |
|
|
2023
Q2 | $518K | Buy |
15,208
+1,035
| +7% | +$35.3K | 0.19% | 76 |
|
|
2023
Q1 | $462K | Buy |
14,173
+7,586
| +115% | +$247K | 0.2% | 53 |
|
|
2022
Q4 | $210K | Sell |
6,587
-3,773
| -36% | -$120K | 0.12% | 87 |
|
|
2022
Q3 | $291K | Sell |
10,360
-1,615
| -13% | -$45.4K | 0.19% | 69 |
|
|
2022
Q2 | $400K | Sell |
11,975
-6,129
| -34% | -$205K | 0.23% | 60 |
|
|
2022
Q1 | $623K | Buy |
+18,104
| New | +$623K | 0.42% | 43 |
|