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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $554K | Hold |
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|
2023
Q4 | $563K | Hold |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $526K | Hold |
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|
2023
Q1 | $504K | Hold |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $581K | Hold |
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|
2022
Q1 | $598K | Buy |
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