Whittier Trust’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 | $87.6K | Hold |
2,500
| – | – | ﹤0.01% | 825 |
|
|
2025
Q1 | $91.2K | Hold |
2,500
| – | – | ﹤0.01% | 803 |
|
|
2024
Q4 | $93.6K | Hold |
2,500
| – | – | ﹤0.01% | 812 |
|
|
2024
Q3 | $94.3K | Hold |
2,500
| – | – | ﹤0.01% | 807 |
|
|
2024
Q2 | $81.8K | Hold |
2,500
| – | – | ﹤0.01% | 815 |
|
|
2024
Q1 | $89.7K | Hold |
2,500
| – | – | ﹤0.01% | 810 |
|
|
2023
Q4 | $91.2K | Hold |
2,500
| – | – | ﹤0.01% | 789 |
|
|
2023
Q3 | $83.9K | Hold |
2,500
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $85.2K | Hold |
2,500
| – | – | ﹤0.01% | 815 |
|
|
2023
Q1 | $81.5K | Hold |
2,500
| – | – | ﹤0.01% | 863 |
|
|
2022
Q4 | $79.6K | Hold |
2,500
| – | – | ﹤0.01% | 869 |
|
|
2022
Q3 | $70K | Hold |
2,500
| – | – | ﹤0.01% | 907 |
|
|
2022
Q2 | $84K | Buy |
+2,500
| New | +$84K | ﹤0.01% | 834 |
|