Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,156
| Closed | -$331K | – | 535 |
|
|
2023
Q1 | $331K | Sell |
10,156
-239
| -2% | -$7.8K | 0.03% | 363 |
|
|
2022
Q4 | $331K | Sell |
10,395
-2,337
| -18% | -$74.4K | 0.03% | 357 |
|
|
2022
Q3 | $357K | Sell |
12,732
-3,321
| -21% | -$93.1K | 0.04% | 324 |
|
|
2022
Q2 | $536K | Buy |
16,053
+555
| +4% | +$18.5K | 0.06% | 272 |
|
|
2022
Q1 | $533K | Buy |
+15,498
| New | +$533K | 0.05% | 300 |
|