Soltis 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
Q1 | – | Sell |
-6,340
| Closed | -$231K | – | 308 |
|
|
2023
Q4 | $231K | Sell |
6,340
-3,519
| -36% | -$128K | 0.03% | 257 |
|
|
2023
Q3 | $331K | Sell |
9,859
-867
| -8% | -$29.1K | 0.04% | 213 |
|
|
2023
Q2 | $366K | Sell |
10,726
-10,408
| -49% | -$355K | 0.04% | 197 |
|
|
2023
Q1 | $689K | Sell |
21,134
-2,746
| -11% | -$89.6K | 0.09% | 147 |
|
|
2022
Q4 | $760K | Sell |
23,880
-327
| -1% | -$10.4K | 0.1% | 139 |
|
|
2022
Q3 | $679K | Hold |
24,207
| – | – | 0.1% | 143 |
|
|
2022
Q2 | $809K | Sell |
24,207
-8,839
| -27% | -$295K | 0.12% | 136 |
|
|
2022
Q1 | $1.14M | Buy |
+33,046
| New | +$1.14M | 0.16% | 120 |
|