AE Wealth Management’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	$1.7M	Sell	45,479 -6,863	-13%	-$255K	0.01%	697
2025 Q4	$1.86M	Buy	52,342 +6,812	+15%	+$236K	0.01%	625
2025 Q3	$1.56M	Buy	45,530 +9,058	+25%	+$314K	0.01%	630
2025 Q2	$1.28M	Sell	36,472 -3,417	-9%	-$121K	0.01%	660
2025 Q1	$1.46M	Sell	39,889 -3,798	-9%	-$137K	0.01%	614
2024 Q4	$1.64M	Buy	43,687 +5,019	+13%	+$191K	0.01%	591
2024 Q3	$1.46M	Sell	38,668 -1,699	-4%	-$60.6K	0.01%	623
2024 Q2	$1.32M	Buy	40,367 +6,964	+21%	+$227K	0.01%	637
2024 Q1	$1.2M	Sell	33,403 -278,959	-89%	-$9.86M	0.01%	617
2023 Q4	$11.1M	Sell	312,362 -20,881	-6%	-$730K	0.06%	373
2023 Q3	$11.2M	Buy	333,243 +32,574	+11%	+$1.13M	0.07%	354
2023 Q2	$10.2M	Sell	300,669 -22,648	-7%	-$707K	0.06%	364
2023 Q1	$10.5M	Sell	323,317 -1,460	-0.4%	-$47.8K	0.07%	330
2022 Q4	$10.3M	Buy	324,777 +9,851	+3%	+$303K	0.07%	312
2022 Q3	$8.83M	Sell	314,926 -20,966	-6%	-$689K	0.07%	305
2022 Q2	$11.2M	Buy	+335,892	New	+$11.4M	0.09%	251