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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309 | Sell |
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|
2025
Q2 | $7.34K | Hold |
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|
2025
Q1 | $7.65K | Hold |
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|
2024
Q4 | $7.85K | Hold |
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|
2024
Q3 | $7.91K | Sell |
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|
2024
Q2 | $7.09K | Hold |
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|
2024
Q1 | $7.77K | Hold |
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|
2023
Q4 | $7.9K | Buy |
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|
2023
Q3 | $6.73K | Hold |
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|
2023
Q2 | $6.84K | Hold |
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|
2023
Q1 | $6.55K | Buy |
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|
2022
Q4 | $6.35K | Buy |
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|
2022
Q3 | $5.54K | Buy |
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