Peak Asset 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 | $288K | Hold |
8,214
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $300K | Hold |
8,214
| – | – | 0.06% | 115 |
|
|
2024
Q4 | $308K | Hold |
8,214
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $310K | Hold |
8,214
| – | – | 0.06% | 119 |
|
|
2024
Q2 | $269K | Hold |
8,214
| – | – | 0.05% | 123 |
|
|
2024
Q1 | $295K | Hold |
8,214
| – | – | 0.06% | 124 |
|
|
2023
Q4 | $300K | Hold |
8,214
| – | – | 0.07% | 117 |
|
|
2023
Q3 | $275K | Hold |
8,214
| – | – | 0.07% | 117 |
|
|
2023
Q2 | $280K | Hold |
8,214
| – | – | 0.06% | 117 |
|
|
2023
Q1 | $268K | Hold |
8,214
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $262K | Hold |
8,214
| – | – | 0.07% | 120 |
|
|
2022
Q3 | $230K | Hold |
8,214
| – | – | 0.07% | 124 |
|
|
2022
Q2 | $274K | Hold |
8,214
| – | – | 0.07% | 114 |
|
|
2022
Q1 | $282K | Buy |
+8,214
| New | +$282K | 0.07% | 119 |
|