Advisornet Financial’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 | $20.8K | Hold |
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|
2025
Q2 | $21.2K | Hold |
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|
2025
Q1 | $22.1K | Sell |
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|
2024
Q4 | $37.7K | Hold |
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|
2024
Q3 | $38K | Hold |
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|
2024
Q2 | $32.9K | Sell |
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|
2024
Q1 | $42.8K | Hold |
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|
2023
Q4 | $43.5K | Sell |
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|
2023
Q3 | $53K | Hold |
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|
2023
Q2 | $53.8K | Hold |
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|
2023
Q1 | $51.5K | Hold |
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|
2022
Q4 | $50.3K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $115K | Buy |
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