Avantax Planning Partners’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-15,731	Closed	-$441K	–	374
2022 Q3	$441K	Buy	15,731 +877	+6%	+$24.6K	0.02%	232
2022 Q2	$496K	Buy	+14,854	New	+$496K	0.02%	217