World Equity 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
Q2 | $220K | Buy |
6,293
+357
| +6% | +$12.5K | 0.06% | 295 |
|
|
2025
Q1 | $217K | Sell |
5,936
-5,936
| -50% | -$217K | 0.06% | 283 |
|
|
2024
Q4 | $445K | Buy |
11,872
+5,936
| +100% | +$222K | 0.1% | 206 |
|
|
2024
Q3 | $224K | Buy |
+5,936
| New | +$224K | 0.08% | 236 |
|
|
2024
Q2 | – | Sell |
-6,842
| Closed | -$245K | – | 310 |
|
|
2024
Q1 | $245K | Hold |
6,842
| – | – | 0.05% | 267 |
|
|
2023
Q4 | $250K | Hold |
6,842
| – | – | 0.05% | 283 |
|
|
2023
Q3 | $229K | Sell |
6,842
-656
| -9% | -$22K | 0.05% | 299 |
|
|
2023
Q2 | $256K | Buy |
+7,498
| New | +$256K | 0.08% | 259 |
|
|
2023
Q1 | – | Sell |
-7,564
| Closed | -$241K | – | 566 |
|
|
2022
Q4 | $241K | Sell |
7,564
-771
| -9% | -$24.5K | 0.06% | 296 |
|
|
2022
Q3 | $234K | Hold |
8,335
| – | – | 0.06% | 286 |
|
|
2022
Q2 | $278K | Buy |
+8,335
| New | +$278K | 0.07% | 266 |
|