Westwood Holdings Group’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 |
-19,500
| Closed | -$730K | – | 496 |
|
|
2024
Q4 | $730K | Hold |
19,500
| – | – | 0.01% | 392 |
|
|
2024
Q3 | $735K | Sell |
19,500
-120,000
| -86% | -$4.53M | ﹤0.01% | 378 |
|
|
2024
Q2 | $4.56M | Hold |
139,500
| – | – | 0.02% | 291 |
|
|
2024
Q1 | $5M | Sell |
139,500
-16,500
| -11% | -$592K | 0.04% | 259 |
|
|
2023
Q4 | $5.69M | Hold |
156,000
| – | – | 0.05% | 248 |
|
|
2023
Q3 | $5.23M | Hold |
156,000
| – | – | 0.05% | 243 |
|
|
2023
Q2 | $5.32M | Hold |
156,000
| – | – | 0.05% | 247 |
|
|
2023
Q1 | $5.09M | Buy |
156,000
+76,000
| +95% | +$2.48M | 0.05% | 248 |
|
|
2022
Q4 | $2.55M | Buy |
+80,000
| New | +$2.55M | 0.02% | 287 |
|