American Trust Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,120	Closed	-$754K	–	110
2024 Q4	$754K	Buy	20,120 +4,260	+27%	+$160K	0.31%	57
2024 Q3	$598K	Buy	+15,860	New	+$598K	0.24%	60