Rise 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
Q4 | – | Hold |
0
| – | -$8 | – | 676 |
|
|
2023
Q3 | – | Sell |
-874
| Closed | -$29.8K | – | 664 |
|
|
2023
Q2 | $29.8K | Buy |
874
+8
| +0.9% | +$273 | 0.02% | 199 |
|
|
2023
Q1 | $28.3K | Buy |
866
+7
| +0.8% | +$228 | 0.02% | 214 |
|
|
2022
Q4 | $27.4K | Buy |
859
+8
| +0.9% | +$255 | 0.02% | 210 |
|
|
2022
Q3 | $24K | Buy |
851
+7
| +0.8% | +$197 | 0.02% | 220 |
|
|
2022
Q2 | $28K | Buy |
844
+6
| +0.7% | +$199 | 0.03% | 200 |
|
|
2022
Q1 | $29K | Buy |
+838
| New | +$29K | 0.03% | 207 |
|