Vivaldi Capital Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Hold |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $306K | Buy |
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