Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.2K | Sell |
397
-100
| -20% | -$3.59K | 0.01% | 407 |
|
|
2023
Q4 | $18.1K | Hold |
497
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $16.7K | Sell |
497
-150
| -23% | -$5.03K | 0.01% | 340 |
|
|
2023
Q2 | $22.1K | Hold |
647
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $21K | Hold |
647
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $21K | Hold |
647
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $18K | Hold |
647
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $22K | Hold |
647
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $22K | Buy |
+647
| New | +$22K | 0.01% | 325 |
|