Raymond James & Associates’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,092
| Closed | -$788K | – | 4011 |
|
|
2024
Q2 | $788K | Buy |
24,092
+30
| +0.1% | +$981 | ﹤0.01% | 2769 |
|
|
2024
Q1 | $863K | Sell |
24,062
-1,001
| -4% | -$35.9K | ﹤0.01% | 2677 |
|
|
2023
Q4 | $914K | Sell |
25,063
-1,574
| -6% | -$57.4K | ﹤0.01% | 2558 |
|
|
2023
Q3 | $893K | Hold |
26,637
| – | – | ﹤0.01% | 2518 |
|
|
2023
Q2 | $908K | Sell |
26,637
-1,770
| -6% | -$60.3K | ﹤0.01% | 2516 |
|
|
2023
Q1 | $927K | Buy |
28,407
+179
| +0.6% | +$5.84K | ﹤0.01% | 2482 |
|
|
2022
Q4 | $899K | Sell |
28,228
-520
| -2% | -$16.6K | ﹤0.01% | 2486 |
|
|
2022
Q3 | $806K | Sell |
28,748
-5,715
| -17% | -$160K | ﹤0.01% | 2528 |
|
|
2022
Q2 | $1.15M | Buy |
34,463
+7,264
| +27% | +$243K | ﹤0.01% | 2345 |
|
|
2022
Q1 | $935K | Buy |
+27,199
| New | +$935K | ﹤0.01% | 2637 |
|