Atria Wealth Solutions’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	–	Sell	-41,315	Closed	-$1.51M	–	1786
2025 Q1	$1.51M	Sell	41,315 -26,382	-39%	-$953K	0.02%	737
2024 Q4	$2.54M	Buy	67,697 +568	+0.8%	+$21.6K	0.03%	555
2024 Q3	$2.54M	Sell	67,129 -4,945	-7%	-$176K	0.03%	548
2024 Q2	$2.36M	Buy	72,074 +1,474	+2%	+$48.1K	0.03%	577
2024 Q1	$2.54M	Sell	70,600 -618	-0.9%	-$21.8K	0.03%	562
2023 Q4	$2.6M	Buy	71,218 +8,327	+13%	+$291K	0.03%	518
2023 Q3	$2.11M	Sell	62,891 -6,839	-10%	-$236K	0.03%	539
2023 Q2	$2.38M	Buy	69,730 +2,281	+3%	+$71.2K	0.03%	512
2023 Q1	$2.2M	Sell	67,449 -180	-0.3%	-$5.89K	0.03%	511
2022 Q4	$2.16M	Sell	67,629 -1,239	-2%	-$38.1K	0.03%	489
2022 Q3	$1.94M	Sell	68,868 -6,569	-9%	-$216K	0.03%	490
2022 Q2	$2.52M	Buy	75,437 +20,990	+39%	+$713K	0.05%	377
2022 Q1	$1.88M	Buy	+54,447	New	+$1.79M	0.03%	502