Semmax Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-628
| Closed | -$21.7K | – | 401 |
|
|
2024
Q2 | $21.7K | Hold |
628
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $20.6K | Hold |
628
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $21.6K | Hold |
628
| – | – | 0.01% | 181 |
|
|
2023
Q3 | $21K | Buy |
+628
| New | +$21K | 0.01% | 162 |
|
|
2022
Q4 | $21K | Hold |
628
| – | – | 0.01% | 151 |
|
|
2022
Q3 | $19K | Hold |
628
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $21K | Hold |
628
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $22K | Buy |
+628
| New | +$22K | 0.01% | 157 |
|