Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 988 |
|
|
2023
Q1 | – | Sell |
-445
| Closed | -$14.2K | – | 993 |
|
|
2022
Q4 | $14.2K | Hold |
445
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $12K | Hold |
445
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $15K | Hold |
445
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $15K | Buy |
+445
| New | +$15K | ﹤0.01% | 590 |
|