Allworth 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
Q2 | $1.46M | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $58K | Buy |
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|
2024
Q3 | $31.4K | Hold |
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|
2024
Q2 | $29.1K | Sell |
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|
2024
Q1 | $90.5K | Sell |
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|
2023
Q4 | $92.4K | Hold |
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|
2023
Q3 | $84.9K | Sell |
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|
2023
Q2 | $128K | Hold |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $152K | Buy |
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