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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.32M | Buy |
|
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $11.1M | Sell |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $10.5M | Sell |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $8.83M | Sell |
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|
2022
Q2 | $11.2M | Buy |
|