Stifel Financial’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,929
| Closed | -$400K | – | 3397 |
|
|
2023
Q3 | $400K | Buy |
+11,929
| New | +$400K | ﹤0.01% | 2622 |
|
|
2023
Q1 | – | Sell |
-91,974
| Closed | -$2.93M | – | 3406 |
|
|
2022
Q4 | $2.93M | Sell |
91,974
-165,576
| -64% | -$5.27M | ﹤0.01% | 1271 |
|
|
2022
Q3 | $7.22M | Buy |
257,550
+251,553
| +4,195% | +$7.06M | 0.01% | 769 |
|
|
2022
Q2 | $200K | Buy |
+5,997
| New | +$200K | ﹤0.01% | 3002 |
|