Advisory Resource Group’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 | $207K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.16M | Hold |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $1.89M | Hold |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $2.6M | Buy |
|