A&I Financial Services’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
$400K Buy
11,419
+433
+4% +$15.2K 0.23% 55
2025
Q1
$401K Hold
10,986
0.27% 50
2024
Q4
$412K Buy
+10,986
New +$412K 0.4% 44