United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,598
| Closed | -$201K | – | 1082 |
|
|
2024
Q1 | $201K | Sell |
5,598
-30
| -0.5% | -$1.08K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $205K | Sell |
5,628
-6,280
| -53% | -$229K | ﹤0.01% | 994 |
|
|
2023
Q3 | $399K | Buy |
11,908
+4,976
| +72% | +$167K | ﹤0.01% | 683 |
|
|
2023
Q2 | $236K | Sell |
6,932
-6,140
| -47% | -$209K | ﹤0.01% | 819 |
|
|
2023
Q1 | $426K | Sell |
13,072
-12,848
| -50% | -$419K | ﹤0.01% | 750 |
|
|
2022
Q4 | $825K | Sell |
25,920
-9,823
| -27% | -$313K | ﹤0.01% | 658 |
|
|
2022
Q3 | $1M | Buy |
35,743
+1,783
| +5% | +$50K | 0.01% | 610 |
|
|
2022
Q2 | $1.14M | Sell |
33,960
-5,011
| -13% | -$167K | 0.01% | 615 |
|
|
2022
Q1 | $1.34M | Buy |
+38,971
| New | +$1.34M | 0.01% | 601 |
|