StrategIQ Financial Group’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 | $816K | Buy |
22,364
+547
| +3% | +$20K | 0.09% | 164 |
|
|
2023
Q3 | $732K | Buy |
21,817
+1,953
| +10% | +$65.5K | 0.08% | 171 |
|
|
2023
Q2 | $677K | Buy |
19,864
+703
| +4% | +$24K | 0.08% | 179 |
|
|
2023
Q1 | $625K | Buy |
19,161
+453
| +2% | +$14.8K | 0.07% | 172 |
|
|
2022
Q4 | $596K | Buy |
18,708
+2,914
| +18% | +$92.8K | 0.07% | 178 |
|
|
2022
Q3 | $443K | Buy |
15,794
+1,125
| +8% | +$31.6K | 0.06% | 193 |
|
|
2022
Q2 | $490K | Buy |
14,669
+5,871
| +67% | +$196K | 0.06% | 188 |
|
|
2022
Q1 | $303K | Buy |
+8,798
| New | +$303K | 0.03% | 248 |
|