NBC Securities’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 | $272K | Hold |
7,768
| – | – | 0.02% | 722 |
|
|
2025
Q1 | $283K | Buy |
7,768
+7,761
| +110,871% | +$283K | 0.02% | 649 |
|
|
2024
Q4 | $290 | Sell |
7
-8,660
| -100% | -$359K | 0.03% | 626 |
|
|
2024
Q3 | $326K | Hold |
8,667
| – | – | 0.03% | 620 |
|
|
2024
Q2 | $283K | Hold |
8,667
| – | – | 0.03% | 634 |
|
|
2024
Q1 | $311K | Sell |
8,667
-1,003
| -10% | -$36K | 0.03% | 597 |
|
|
2023
Q4 | $352K | Buy |
9,670
+1,003
| +12% | +$36.5K | 0.04% | 522 |
|
|
2023
Q3 | $290K | Buy |
+8,667
| New | +$290K | 0.03% | 565 |
|