Steward Partners Investment Advisory’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 | $52.5K | Sell |
1,500
-315
| -17% | -$11K | ﹤0.01% | 2450 |
|
|
2025
Q1 | $66.2K | Hold |
1,815
| – | – | ﹤0.01% | 2235 |
|
|
2024
Q4 | $68K | Hold |
1,815
| – | – | ﹤0.01% | 2177 |
|
|
2024
Q3 | $68.4K | Sell |
1,815
-1,133
| -38% | -$42.7K | ﹤0.01% | 2073 |
|
|
2024
Q2 | $96.4K | Hold |
2,948
| – | – | ﹤0.01% | 1801 |
|
|
2024
Q1 | $106K | Buy |
2,948
+1,133
| +62% | +$40.6K | ﹤0.01% | 1738 |
|
|
2023
Q4 | $66.2K | Hold |
1,815
| – | – | ﹤0.01% | 1854 |
|
|
2023
Q3 | $60.9K | Hold |
1,815
| – | – | ﹤0.01% | 1813 |
|
|
2023
Q2 | $61.9K | Hold |
1,815
| – | – | ﹤0.01% | 1793 |
|
|
2023
Q1 | $59.2K | Hold |
1,815
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q4 | $57.8K | Hold |
1,815
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q3 | $51K | Sell |
1,815
-1,907
| -51% | -$53.6K | ﹤0.01% | 1776 |
|
|
2022
Q2 | $124K | Buy |
3,722
+577
| +18% | +$19.2K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $108K | Buy |
3,145
+165
| +6% | +$5.67K | ﹤0.01% | 1575 |
|
|
2021
Q4 | $98K | Buy |
2,980
+375
| +14% | +$12.3K | ﹤0.01% | 1613 |
|
|
2021
Q3 | $80K | Buy |
+2,605
| New | +$80K | ﹤0.01% | 1657 |
|