Acorn Financial Advisory Services’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	$347K	Sell	9,269 -62	-0.7%	-$2.3K	0.05%	154
2025 Q4	$332K	Sell	9,331 -1,921	-17%	-$66.7K	0.05%	153
2025 Q3	$386K	Hold	11,252	–	–	0.06%	134
2025 Q2	$394K	Sell	11,252 -2,760	-20%	-$97.6K	0.06%	128
2025 Q1	$511K	Sell	14,012 -452	-3%	-$16.3K	0.09%	106
2024 Q4	$542K	Buy	14,464 +13	+0.1%	+$495	0.09%	108
2024 Q3	$545K	Sell	14,451 -986	-6%	-$35.2K	0.1%	100
2024 Q2	$505K	Hold	15,437	–	–	0.09%	105
2024 Q1	$554K	Hold	15,437	–	–	0.1%	98
2023 Q4	$563K	Hold	15,437	–	–	0.1%	124
2023 Q3	$518K	Hold	15,437	–	–	0.09%	129
2023 Q2	$526K	Hold	15,437	–	–	0.09%	123
2023 Q1	$504K	Hold	15,437	–	–	0.1%	120
2022 Q4	$492K	Hold	15,437	–	–	0.1%	119
2022 Q3	$433K	Sell	15,437 -1,939	-11%	-$63.7K	0.1%	131
2022 Q2	$581K	Hold	17,376	–	–	0.14%	102
2022 Q1	$598K	Buy	+17,376	New	+$570K	0.12%	115