Ignite Planners’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 | $285K | Sell |
8,162
-444
| -5% | -$15.5K | 0.05% | 287 |
|
|
2025
Q1 | $301K | Sell |
8,606
-709
| -8% | -$24.8K | 0.06% | 270 |
|
|
2024
Q4 | $349K | Sell |
9,315
-2,171
| -19% | -$81.4K | 0.08% | 213 |
|
|
2024
Q3 | $433K | Sell |
11,486
-1,815
| -14% | -$68.4K | 0.1% | 184 |
|
|
2024
Q2 | $434K | Buy |
13,301
+237
| +2% | +$7.74K | 0.11% | 172 |
|
|
2024
Q1 | $458K | Sell |
13,064
-1,054
| -7% | -$37K | 0.13% | 166 |
|
|
2023
Q4 | $517K | Hold |
14,118
| – | – | 0.15% | 149 |
|
|
2023
Q3 | $472K | Buy |
14,118
+2,921
| +26% | +$97.6K | 0.14% | 162 |
|
|
2023
Q2 | $371K | Sell |
11,197
-166
| -1% | -$5.5K | 0.14% | 158 |
|
|
2023
Q1 | $362K | Hold |
11,363
| – | – | 0.15% | 159 |
|
|
2022
Q4 | $380K | Sell |
11,363
-44
| -0.4% | -$1.47K | 0.16% | 165 |
|
|
2022
Q3 | $332K | Sell |
11,407
-171
| -1% | -$4.98K | 0.27% | 117 |
|
|
2022
Q2 | $395K | Sell |
11,578
-1,438
| -11% | -$49.1K | 0.32% | 98 |
|
|
2022
Q1 | $459K | Buy |
+13,016
| New | +$459K | 0.31% | 92 |
|