Venturi Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,473
| Closed | -$55.2K | – | 1464 |
|
|
2024
Q4 | $55.2K | Hold |
1,473
| – | – | ﹤0.01% | 985 |
|
|
2024
Q3 | $55.5K | Hold |
1,473
| – | – | ﹤0.01% | 730 |
|
|
2024
Q2 | $48.2K | Hold |
1,473
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $52.8K | Hold |
1,473
| – | – | ﹤0.01% | 495 |
|
|
2023
Q4 | $53.7K | Hold |
1,473
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $49.4K | Hold |
1,473
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $50.2K | Hold |
1,473
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $48.1K | Buy |
+1,473
| New | +$48.1K | ﹤0.01% | 474 |
|