Triumph Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,789
| Closed | -$284K | – | 251 |
|
|
2023
Q4 | $284K | Sell |
7,789
-500
| -6% | -$18.2K | 0.12% | 155 |
|
|
2023
Q3 | $279K | Sell |
8,289
-500
| -6% | -$16.8K | 0.13% | 164 |
|
|
2023
Q2 | $300K | Buy |
+8,789
| New | +$300K | 0.14% | 149 |
|
|
2023
Q1 | – | Sell |
-10,985
| Closed | -$351K | – | 222 |
|
|
2022
Q4 | $351K | Buy |
+10,985
| New | +$351K | 0.19% | 123 |
|