Advisory Services Network’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
2026 Q1	$32.5K	Buy	+869	New	+$32.3K	﹤0.01%	2896
2025 Q4	–	Sell	-2,420	Closed	-$83.1K	–	3560
2025 Q3	$83.1K	Sell	2,420 -4,942	-67%	-$171K	﹤0.01%	2171
2025 Q2	$249K	Hold	7,362	–	–	﹤0.01%	1530
2025 Q1	$269K	Sell	7,362 -1	-0%	-$36	0.01%	1369
2024 Q4	$276K	Sell	7,363 -583	-7%	-$22.2K	0.01%	1336
2024 Q3	$260K	Hold	7,946	–	–	0.01%	1273
2024 Q2	$260K	Buy	7,946 +2,000	+34%	+$65.2K	0.01%	1273
2024 Q1	$213K	Sell	5,946 -742	-11%	-$26.2K	﹤0.01%	1307
2023 Q4	$244K	Sell	6,688 -2,414	-27%	-$84.4K	0.01%	1181
2023 Q3	$305K	Buy	9,102 +2,738	+43%	+$94.7K	0.01%	1131
2023 Q2	$217K	Buy	6,364 +1,807	+40%	+$56.4K	0.01%	1265
2023 Q1	$149K	Sell	4,557 -1,286	-22%	-$42.1K	﹤0.01%	1446
2022 Q4	$186K	Sell	5,843 -3,510	-38%	-$108K	0.01%	1304
2022 Q3	$262K	Buy	9,353 +29	+0.3%	+$953	0.01%	1074
2022 Q2	$312K	Buy	9,324 +1,154	+14%	+$39.2K	0.01%	1052
2022 Q1	$281K	Buy	+8,170	New	+$268K	0.01%	1186