Sheaff Brock Investment 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
Q2 | – | Sell |
-7,597
| Closed | -$273K | – | 495 |
|
|
2024
Q1 | $273K | Sell |
7,597
-2,180
| -22% | -$78.2K | 0.02% | 363 |
|
|
2023
Q4 | $357K | Hold |
9,777
| – | – | 0.03% | 318 |
|
|
2023
Q3 | $328K | Buy |
9,777
+17
| +0.2% | +$570 | 0.03% | 307 |
|
|
2023
Q2 | $333K | Sell |
9,760
-971
| -9% | -$33.1K | 0.03% | 323 |
|
|
2023
Q1 | $350K | Buy |
10,731
+26
| +0.2% | +$848 | 0.03% | 314 |
|
|
2022
Q4 | $341K | Buy |
10,705
+32
| +0.3% | +$1.02K | 0.03% | 312 |
|
|
2022
Q3 | $299K | Sell |
10,673
-1,962
| -16% | -$55K | 0.03% | 326 |
|
|
2022
Q2 | $422K | Buy |
+12,635
| New | +$422K | 0.04% | 265 |
|