Janney Montgomery Scott’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 | $931K | Sell |
26,569
-880
| -3% | -$30.8K | ﹤0.01% | 1621 |
|
|
2025
Q1 | $1M | Buy |
+27,449
| New | +$1M | ﹤0.01% | 1541 |
|
|
2024
Q4 | – | Sell |
-27,449
| Closed | -$1.04M | – | 2805 |
|
|
2024
Q3 | $1.04M | Sell |
27,449
-524
| -2% | -$19.8K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $915K | Sell |
27,973
-2,675
| -9% | -$87.5K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $1.1M | Hold |
30,648
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q4 | $1.12M | Hold |
30,648
| – | – | ﹤0.01% | 1384 |
|
|
2023
Q3 | $1.03M | Hold |
30,648
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q2 | $1.04M | Hold |
30,648
| – | – | ﹤0.01% | 1389 |
|
|
2023
Q1 | $1M | Sell |
30,648
-500
| -2% | -$16.3K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $992K | Sell |
31,148
-194
| -0.6% | -$6.18K | ﹤0.01% | 1383 |
|
|
2022
Q3 | $879K | Buy |
31,342
+1,200
| +4% | +$33.7K | ﹤0.01% | 1375 |
|
|
2022
Q2 | $1.02M | Buy |
+30,142
| New | +$1.02M | ﹤0.01% | 1233 |
|