AWA
Arkadios Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
51,975
+2,582
| +5% | +$90.4K | 0.05% | 372 |
|
|
2025
Q1 | $1.8M | Sell |
49,393
-2,764
| -5% | -$101K | 0.07% | 312 |
|
|
2024
Q4 | $1.95M | Buy |
52,157
+17,192
| +49% | +$644K | 0.11% | 190 |
|
|
2024
Q3 | $1.32M | Sell |
34,965
-617
| -2% | -$23.3K | 0.07% | 256 |
|
|
2024
Q2 | $1.16M | Sell |
35,582
-6,428
| -15% | -$210K | 0.08% | 246 |
|
|
2024
Q1 | $1.51M | Sell |
42,010
-8,550
| -17% | -$307K | 0.12% | 177 |
|
|
2023
Q4 | $1.84M | Sell |
50,560
-16,217
| -24% | -$592K | 0.16% | 137 |
|
|
2023
Q3 | $2.24M | Sell |
66,777
-13,062
| -16% | -$438K | 0.21% | 114 |
|
|
2023
Q2 | $2.72M | Sell |
79,839
-12,629
| -14% | -$430K | 0.32% | 74 |
|
|
2023
Q1 | $3.02M | Buy |
92,468
+3,108
| +3% | +$101K | 0.36% | 70 |
|
|
2022
Q4 | $2.85M | Sell |
89,360
-10,268
| -10% | -$327K | 0.38% | 75 |
|
|
2022
Q3 | $2.8M | Sell |
99,628
-6,292
| -6% | -$177K | 0.42% | 61 |
|
|
2022
Q2 | $3.54M | Sell |
105,920
-75,912
| -42% | -$2.54M | 0.53% | 43 |
|
|
2022
Q1 | $6.25M | Buy |
+181,832
| New | +$6.25M | 0.82% | 20 |
|
|
2021
Q4 | – | Sell |
-850
| Closed | -$26K | – | 1414 |
|
|
2021
Q3 | $26K | Buy |
+850
| New | +$26K | ﹤0.01% | 1116 |
|