Abound Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	-$321	–	1571
2025 Q4	$321	Hold	9	–	–	﹤0.01%	1027
2025 Q3	$309	Sell	9 -201	-96%	-$6.96K	﹤0.01%	1000
2025 Q2	$7.34K	Hold	210	–	–	﹤0.01%	498
2025 Q1	$7.65K	Hold	210	–	–	﹤0.01%	452
2024 Q4	$7.85K	Hold	210	–	–	﹤0.01%	439
2024 Q3	$7.91K	Sell	210 -7	-3%	-$250	﹤0.01%	459
2024 Q2	$7.09K	Hold	217	–	–	﹤0.01%	426
2024 Q1	$7.77K	Hold	217	–	–	﹤0.01%	425
2023 Q4	$7.9K	Buy	217 +16	+8%	+$560	﹤0.01%	415
2023 Q3	$6.73K	Hold	201	–	–	﹤0.01%	400
2023 Q2	$6.84K	Hold	201	–	–	﹤0.01%	415
2023 Q1	$6.55K	Buy	201 +1	+0.5%	+$33	﹤0.01%	348
2022 Q4	$6.35K	Buy	200 +2	+1%	+$61	﹤0.01%	318
2022 Q3	$5.54K	Buy	+198	New	+$6.51K	﹤0.01%	353