RE Dickinson Investment Advisors’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.9M | Hold |
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|
2024
Q3 | $192K | Hold |
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|
2024
Q2 | $166K | Hold |
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|
2024
Q1 | $182K | Hold |
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|
2023
Q4 | $185K | Sell |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $271 | Hold |
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|
2022
Q1 | $279K | Buy |
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