Silver Oak Securities’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 | $632K | Hold |
18,037
| – | – | 0.05% | 349 |
|
|
2025
Q1 | $649K | Hold |
18,037
| – | – | 0.06% | 319 |
|
|
2024
Q4 | $671K | Sell |
18,037
-542
| -3% | -$20.2K | 0.06% | 315 |
|
|
2024
Q3 | $677K | Hold |
18,579
| – | – | 0.07% | 280 |
|
|
2024
Q2 | $608K | Sell |
18,579
-10,191
| -35% | -$333K | 0.09% | 193 |
|
|
2024
Q1 | $1.03M | Buy |
28,770
+414
| +1% | +$14.9K | 0.16% | 142 |
|
|
2023
Q4 | $1.03M | Sell |
28,356
-414
| -1% | -$15.1K | 0.14% | 160 |
|
|
2023
Q3 | $965K | Buy |
28,770
+414
| +1% | +$13.9K | 0.21% | 85 |
|
|
2023
Q2 | $966K | Buy |
+28,356
| New | +$966K | 0.16% | 136 |
|
|
2022
Q4 | – | Sell |
-28,770
| Closed | -$965K | – | 427 |
|
|
2022
Q3 | $965K | Buy |
+28,770
| New | +$965K | 0.21% | 85 |
|