RFG Advisory’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 | $241K | Sell |
6,884
-257
| -4% | -$9K | 0.01% | 849 |
|
|
2025
Q1 | $261K | Hold |
7,141
| – | – | 0.01% | 758 |
|
|
2024
Q4 | $268K | Buy |
7,141
+100
| +1% | +$3.75K | 0.01% | 679 |
|
|
2024
Q3 | $266K | Hold |
7,041
| – | – | 0.01% | 651 |
|
|
2024
Q2 | $230K | Sell |
7,041
-300
| -4% | -$9.81K | 0.01% | 651 |
|
|
2024
Q1 | $263K | Buy |
+7,341
| New | +$263K | 0.01% | 633 |
|