Sigma Planning Corp’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 | $371K | Sell |
10,590
-105
| -1% | -$3.68K | 0.01% | 909 |
|
|
2025
Q1 | $390K | Sell |
10,695
-6,406
| -37% | -$234K | 0.01% | 824 |
|
|
2024
Q4 | $641K | Sell |
17,101
-1,181
| -6% | -$44.2K | 0.02% | 635 |
|
|
2024
Q3 | $689K | Sell |
18,282
-1,993
| -10% | -$75.2K | 0.02% | 630 |
|
|
2024
Q2 | $663K | Sell |
20,275
-1,628
| -7% | -$53.3K | 0.02% | 616 |
|
|
2024
Q1 | $786K | Buy |
+21,903
| New | +$786K | 0.02% | 583 |
|
|
2023
Q4 | – | Sell |
-21,467
| Closed | -$720K | – | 1077 |
|
|
2023
Q3 | $720K | Buy |
21,467
+1,094
| +5% | +$36.7K | 0.03% | 570 |
|
|
2023
Q2 | $694K | Buy |
20,373
+660
| +3% | +$22.5K | 0.02% | 602 |
|
|
2023
Q1 | $643K | Sell |
19,713
-4,348
| -18% | -$142K | 0.02% | 704 |
|
|
2022
Q4 | $766K | Buy |
24,061
+3,316
| +16% | +$106K | 0.03% | 589 |
|
|
2022
Q3 | $582K | Sell |
20,745
-1,857
| -8% | -$52.1K | 0.02% | 671 |
|
|
2022
Q2 | $755K | Sell |
22,602
-836
| -4% | -$27.9K | 0.03% | 582 |
|
|
2022
Q1 | $806K | Buy |
+23,438
| New | +$806K | 0.02% | 626 |
|