Avantax Advisory Services’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
$3.77M Buy
2025
Q1
$2.71M Buy
2023
Q1
Sell
2022
Q4
$245K Sell
2022
Q3
$223K Sell
2022
Q2
$292K Sell
2022
Q1
$313K Buy