Arete Wealth Advisors’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 | $803K | Hold |
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|
2025
Q1 | $837K | Hold |
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|
2024
Q4 | $858K | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $897K | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $988K | Sell |
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|
2023
Q2 | $3.15M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $643K | Buy |
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