RE Dickinson Investment 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
Q4 | $1.9M | Hold |
5,079
| – | – | 0.11% | 48 |
|
|
2024
Q3 | $192K | Hold |
5,079
| – | – | 0.11% | 48 |
|
|
2024
Q2 | $166K | Hold |
5,079
| – | – | 0.1% | 52 |
|
|
2024
Q1 | $182K | Hold |
5,079
| – | – | 0.11% | 47 |
|
|
2023
Q4 | $185K | Sell |
5,079
-100
| -2% | -$3.64K | 0.12% | 44 |
|
|
2023
Q3 | $174K | Hold |
5,179
| – | – | 0.12% | 45 |
|
|
2023
Q2 | $177K | Buy |
5,179
+50
| +1% | +$1.71K | 0.07% | 87 |
|
|
2023
Q1 | $167K | Sell |
5,129
-2,652
| -34% | -$86.3K | 0.06% | 97 |
|
|
2022
Q4 | $248K | Sell |
7,781
-319
| -4% | -$10.2K | 0.1% | 71 |
|
|
2022
Q3 | $227K | Hold |
8,100
| – | – | 0.19% | 39 |
|
|
2022
Q2 | $271 | Hold |
8,100
| – | – | 0.04% | 38 |
|
|
2022
Q1 | $279K | Buy |
+8,100
| New | +$279K | 0.19% | 39 |
|