Sound Income Strategies’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 | $233K | Sell |
6,656
-2,785
| -29% | -$97.6K | 0.01% | 256 |
|
|
2025
Q1 | $344K | Sell |
9,441
-2,192
| -19% | -$80K | 0.02% | 215 |
|
|
2024
Q4 | $436K | Sell |
11,633
-716
| -6% | -$26.8K | 0.03% | 173 |
|
|
2024
Q3 | $466K | Sell |
12,349
-3,559
| -22% | -$134K | 0.03% | 164 |
|
|
2024
Q2 | $520K | Sell |
15,908
-5,380
| -25% | -$176K | 0.03% | 159 |
|
|
2024
Q1 | $764K | Sell |
21,288
-11,917
| -36% | -$427K | 0.06% | 137 |
|
|
2023
Q4 | $1.21M | Buy |
33,205
+27,400
| +472% | +$1,000K | 0.1% | 112 |
|
|
2023
Q3 | $195K | Buy |
5,805
+1,000
| +21% | +$33.5K | 0.02% | 155 |
|
|
2023
Q2 | $164K | Sell |
4,805
-1,498
| -24% | -$51.1K | 0.02% | 168 |
|
|
2023
Q1 | $206K | Buy |
+6,303
| New | +$206K | 0.02% | 146 |
|