Advantage Trust Company’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
3,386
| – | – | 0.06% | 80 |
|
|
2025
Q1 | $124K | Hold |
3,386
| – | – | 0.07% | 58 |
|
|
2024
Q4 | $127K | Hold |
3,386
| – | – | 0.07% | 61 |
|
|
2024
Q3 | $128K | Hold |
3,386
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $111K | Hold |
3,386
| – | – | 0.08% | 62 |
|
|
2024
Q1 | $121K | Hold |
3,386
| – | – | 0.09% | 62 |
|
|
2023
Q4 | $124K | Buy |
+3,386
| New | +$124K | 0.1% | 63 |
|