AFAS
Acorn Financial Advisory Services’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
11,252
-2,760
| -20% | -$96.7K | 0.06% | 128 |
|
|
2025
Q1 | $511K | Sell |
14,012
-452
| -3% | -$16.5K | 0.09% | 106 |
|
|
2024
Q4 | $542K | Buy |
14,464
+13
| +0.1% | +$487 | 0.09% | 108 |
|
|
2024
Q3 | $545K | Sell |
14,451
-986
| -6% | -$37.2K | 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% | -$54.4K | 0.1% | 131 |
|
|
2022
Q2 | $581K | Hold |
17,376
| – | – | 0.14% | 102 |
|
|
2022
Q1 | $598K | Buy |
+17,376
| New | +$598K | 0.12% | 115 |
|