UMB Bank’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 | $19K | Buy |
543
+98
| +22% | +$3.43K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $16.2K | Buy |
445
+120
| +37% | +$4.38K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $12.2K | Buy |
325
+12
| +4% | +$450 | ﹤0.01% | 1410 |
|
|
2024
Q3 | $11.8K | Buy |
313
+225
| +256% | +$8.49K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $2.88K | Buy |
88
+37
| +73% | +$1.21K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $1.83K | Buy |
+51
| New | +$1.83K | ﹤0.01% | 1566 |
|
|
2023
Q3 | – | Sell |
-707
| Closed | -$24.1K | – | 1731 |
|
|
2023
Q2 | $24.1K | Buy |
+707
| New | +$24.1K | ﹤0.01% | 1046 |
|