Zurich Cantonal Bank’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 | $2.98M | Buy |
85,186
+4,801
| +6% | +$168K | 0.01% | 718 |
|
|
2025
Q1 | $2.93M | Buy |
80,385
+1,351
| +2% | +$49.3K | 0.01% | 704 |
|
|
2024
Q4 | $2.96M | Buy |
79,034
+23,426
| +42% | +$878K | 0.01% | 721 |
|
|
2024
Q3 | $2.1M | Buy |
55,608
+885
| +2% | +$33.4K | 0.01% | 783 |
|
|
2024
Q2 | $1.79M | Buy |
54,723
+7,397
| +16% | +$242K | 0.01% | 793 |
|
|
2024
Q1 | $1.7M | Sell |
47,326
-1,150
| -2% | -$41.3K | 0.01% | 813 |
|
|
2023
Q4 | $1.77M | Sell |
48,476
-186
| -0.4% | -$6.79K | 0.01% | 779 |
|
|
2023
Q3 | $1.63M | Buy |
48,662
+2,880
| +6% | +$96.6K | 0.01% | 766 |
|
|
2023
Q2 | $1.56M | Buy |
45,782
+4,825
| +12% | +$164K | 0.01% | 773 |
|
|
2023
Q1 | $1.34M | Buy |
40,957
+1,214
| +3% | +$39.6K | 0.01% | 791 |
|
|
2022
Q4 | $1.27M | Buy |
39,743
+4,578
| +13% | +$146K | 0.01% | 789 |
|
|
2022
Q3 | $986K | Buy |
35,165
+1,182
| +3% | +$33.1K | 0.01% | 853 |
|
|
2022
Q2 | $1.14M | Buy |
+33,983
| New | +$1.14M | 0.01% | 818 |
|
|
2022
Q1 | – | Sell |
-6,021
| Closed | -$199K | – | 2812 |
|
|
2021
Q4 | $199K | Buy |
+6,021
| New | +$199K | ﹤0.01% | 2069 |
|