Spire Wealth Management’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 | $577K | Sell |
16,478
-17,002
| -51% | -$596K | 0.02% | 476 |
|
|
2025
Q1 | $1.22M | Sell |
33,480
-1,462
| -4% | -$53.3K | 0.04% | 359 |
|
|
2024
Q4 | $1.31M | Buy |
34,942
+70
| +0.2% | +$2.62K | 0.04% | 332 |
|
|
2024
Q3 | $1.32M | Sell |
34,872
-722
| -2% | -$27.2K | 0.04% | 314 |
|
|
2024
Q2 | $1.16M | Buy |
35,594
+84
| +0.2% | +$2.75K | 0.04% | 314 |
|
|
2024
Q1 | $1.27M | Sell |
35,510
-2,277
| -6% | -$81.7K | 0.02% | 322 |
|
|
2023
Q4 | $1.35M | Buy |
37,787
+3,506
| +10% | +$125K | 0.04% | 296 |
|
|
2023
Q3 | $1.15M | Sell |
34,281
-3,475
| -9% | -$117K | 0.04% | 305 |
|
|
2023
Q2 | $1.29M | Buy |
37,756
+1,201
| +3% | +$40.9K | 0.05% | 299 |
|
|
2023
Q1 | $1.19M | Buy |
36,555
+910
| +3% | +$29.7K | 0.05% | 314 |
|
|
2022
Q4 | $1.14M | Buy |
35,645
+34,897
| +4,665% | +$1.11M | 0.06% | 221 |
|
|
2022
Q3 | $21K | Sell |
748
-56,160
| -99% | -$1.58M | ﹤0.01% | 1311 |
|
|
2022
Q2 | $1.9M | Buy |
+56,908
| New | +$1.9M | 0.08% | 217 |
|