Y-Intercept (HK)’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 | $422K | Buy |
12,056
+5,529
| +85% | +$194K | 0.01% | 1258 |
|
|
2025
Q1 | $238K | Sell |
6,527
-11,008
| -63% | -$402K | 0.02% | 989 |
|
|
2024
Q4 | $657K | Buy |
+17,535
| New | +$657K | 0.04% | 605 |
|
|
2024
Q3 | – | Sell |
-18,413
| Closed | -$602K | – | 1678 |
|
|
2024
Q2 | $602K | Buy |
+18,413
| New | +$602K | 0.03% | 736 |
|
|
2024
Q1 | – | Sell |
-22,659
| Closed | -$827K | – | 1665 |
|
|
2023
Q4 | $827K | Buy |
+22,659
| New | +$827K | 0.08% | 392 |
|