Orion Portfolio Solutions’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Sell |
29,392
-1,830
| -6% | -$66.8K | 0.01% | 1050 |
|
|
2024
Q4 | $1.17M | Sell |
31,222
-3,413
| -10% | -$128K | 0.01% | 961 |
|
|
2024
Q3 | $1.31M | Buy |
34,635
+3,902
| +13% | +$147K | 0.01% | 906 |
|
|
2024
Q2 | $1.01M | Sell |
30,733
-17,280
| -36% | -$565K | 0.01% | 989 |
|
|
2024
Q1 | $1.72M | Buy |
48,013
+8,641
| +22% | +$310K | 0.02% | 729 |
|
|
2023
Q4 | $1.42M | Sell |
39,372
-13,380
| -25% | -$484K | 0.02% | 786 |
|
|
2023
Q3 | $1.77M | Sell |
52,752
-7,379
| -12% | -$247K | 0.02% | 676 |
|
|
2023
Q2 | $2.05M | Sell |
60,131
-8,855
| -13% | -$302K | 0.02% | 642 |
|
|
2023
Q1 | $2.25M | Buy |
68,986
+14,523
| +27% | +$474K | 0.03% | 542 |
|
|
2022
Q4 | $1.73M | Buy |
54,463
+3,983
| +8% | +$127K | 0.06% | 211 |
|
|
2022
Q3 | $1.42M | Buy |
50,480
+4,300
| +9% | +$121K | 0.06% | 201 |
|
|
2022
Q2 | $1.54M | Buy |
46,180
+32,325
| +233% | +$1.08M | 0.06% | 190 |
|
|
2022
Q1 | $476K | Buy |
+13,855
| New | +$476K | 0.02% | 441 |
|