Sage Capital Management’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 | $596K | Buy |
17,021
+65
| +0.4% | +$2.28K | 0.29% | 72 |
|
2025
Q1 | $619K | Buy |
16,956
+61
| +0.4% | +$2.23K | 0.34% | 67 |
|
2024
Q4 | $633K | Buy |
16,895
+58
| +0.3% | +$2.17K | 0.32% | 71 |
|
2024
Q3 | $635K | Buy |
16,837
+78
| +0.5% | +$2.94K | 0.3% | 72 |
|
2024
Q2 | $548K | Sell |
16,759
-502
| -3% | -$16.4K | 0.29% | 81 |
|
2024
Q1 | $619K | Sell |
17,261
-2,165
| -11% | -$77.7K | 0.34% | 72 |
|
2023
Q4 | $709K | Buy |
+19,426
| New | +$709K | 0.42% | 62 |
|