Rehmann Capital Advisory Group’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
7,540
-56
| -0.7% | -$1.96K | 0.02% | 504 |
|
|
2025
Q1 | $277K | Buy |
7,596
+1
| +0% | +$36 | 0.02% | 501 |
|
|
2024
Q4 | $285K | Hold |
7,595
| – | – | 0.02% | 481 |
|
|
2024
Q3 | $286K | Buy |
7,595
+1
| +0% | +$38 | 0.02% | 481 |
|
|
2024
Q2 | $248K | Hold |
7,594
| – | – | 0.02% | 505 |
|
|
2024
Q1 | $272K | Buy |
7,594
+1
| +0% | +$36 | 0.02% | 474 |
|
|
2023
Q4 | $277K | Hold |
7,593
| – | – | 0.02% | 452 |
|
|
2023
Q3 | $255K | Buy |
7,593
+49
| +0.6% | +$1.64K | 0.02% | 434 |
|
|
2023
Q2 | $257K | Hold |
7,544
| – | – | 0.02% | 461 |
|
|
2023
Q1 | $246K | Hold |
7,544
| – | – | 0.02% | 472 |
|
|
2022
Q4 | $240K | Sell |
7,544
-1,143
| -13% | -$36.4K | 0.02% | 475 |
|
|
2022
Q3 | $244K | Buy |
8,687
+187
| +2% | +$5.25K | 0.03% | 431 |
|
|
2022
Q2 | $284K | Sell |
8,500
-5,578
| -40% | -$186K | 0.03% | 385 |
|
|
2022
Q1 | $484K | Buy |
+14,078
| New | +$484K | 0.05% | 319 |
|