Avantax Advisory Services’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
Q2 | $3.77M | Buy |
107,512
+33,376
| +45% | +$1.17M | 0.02% | 548 |
|
|
2025
Q1 | $2.71M | Buy |
+74,136
| New | +$2.71M | 0.02% | 621 |
|
|
2023
Q1 | – | Sell |
-7,698
| Closed | -$245K | – | 1524 |
|
|
2022
Q4 | $245K | Sell |
7,698
-243
| -3% | -$7.74K | ﹤0.01% | 1212 |
|
|
2022
Q3 | $223K | Sell |
7,941
-795
| -9% | -$22.3K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $292K | Sell |
8,736
-413
| -5% | -$13.8K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $313K | Buy |
+9,149
| New | +$313K | ﹤0.01% | 977 |
|