Smart Money Group’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
Q1 | – | Sell |
-13,092
| Closed | -$490K | – | 92 |
|
|
2024
Q4 | $490K | Buy |
13,092
+69
| +0.5% | +$2.59K | 0.17% | 79 |
|
|
2024
Q3 | $492K | Sell |
13,023
-59
| -0.5% | -$2.23K | 0.18% | 76 |
|
|
2024
Q2 | $459K | Sell |
13,082
-926
| -7% | -$32.5K | 0.16% | 75 |
|
|
2024
Q1 | $458K | Buy |
14,008
+154
| +1% | +$5.04K | 0.18% | 67 |
|
|
2023
Q4 | $505K | Buy |
13,854
+117
| +0.9% | +$4.27K | 0.22% | 51 |
|
|
2023
Q3 | $461K | Buy |
13,737
+111
| +0.8% | +$3.72K | 0.22% | 51 |
|
|
2023
Q2 | $464K | Sell |
13,626
-172
| -1% | -$5.86K | 0.22% | 45 |
|
|
2023
Q1 | $435K | Sell |
13,798
-507
| -4% | -$16K | 0.22% | 38 |
|
|
2022
Q4 | $455K | Buy |
14,305
+129
| +0.9% | +$4.1K | 0.24% | 35 |
|
|
2022
Q3 | $398K | Buy |
14,176
+113
| +0.8% | +$3.17K | 0.27% | 34 |
|
|
2022
Q2 | $470K | Buy |
14,063
+2,780
| +25% | +$92.9K | 0.33% | 36 |
|
|
2022
Q1 | $388K | Buy |
+11,283
| New | +$388K | 0.26% | 45 |
|