Rothschild Investment LLC’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 | $526K | Hold |
15,010
| – | – | 0.03% | 330 |
|
|
2025
Q1 | $548K | Buy |
15,010
+5
| +0% | +$182 | 0.04% | 320 |
|
|
2024
Q4 | $562K | Buy |
15,005
+35
| +0.2% | +$1.31K | 0.04% | 317 |
|
|
2024
Q3 | $565K | Buy |
14,970
+14,945
| +59,780% | +$564K | 0.04% | 325 |
|
|
2024
Q2 | $818 | Buy |
25
+15
| +150% | +$491 | ﹤0.01% | 1766 |
|
|
2024
Q1 | $359 | Buy |
+10
| New | +$359 | ﹤0.01% | 1478 |
|