Raymond James Financial Services Advisors’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 | $969K | Sell |
25,703
-1,999
| -7% | -$75.4K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $906K | Sell |
27,702
-557
| -2% | -$18.2K | ﹤0.01% | 2147 |
|
|
2024
Q1 | $1.01M | Sell |
28,259
-24
| -0.1% | -$861 | ﹤0.01% | 2052 |
|
|
2023
Q4 | $1.03M | Sell |
28,283
-632
| -2% | -$23.1K | ﹤0.01% | 1959 |
|
|
2023
Q3 | $970K | Sell |
28,915
-499
| -2% | -$16.7K | ﹤0.01% | 1925 |
|
|
2023
Q2 | $1M | Sell |
29,414
-19,542
| -40% | -$666K | ﹤0.01% | 1926 |
|
|
2023
Q1 | $1.6M | Sell |
48,956
-4,886
| -9% | -$159K | ﹤0.01% | 1619 |
|
|
2022
Q4 | $1.71M | Sell |
53,842
-7,102
| -12% | -$226K | ﹤0.01% | 1527 |
|
|
2022
Q3 | $1.71M | Sell |
60,944
-2,859
| -4% | -$80.2K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $2.13M | Buy |
63,803
+1,097
| +2% | +$36.7K | ﹤0.01% | 1399 |
|
|
2022
Q1 | $2.16M | Buy |
+62,706
| New | +$2.16M | ﹤0.01% | 1440 |
|