Avior Wealth Management’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
2026
Q1
$786K Buy
2024
Q2
Sell
2024
Q1
$860 Buy
2023
Q3
Sell
2023
Q2
$34.4K Buy
2023
Q1
$32.6K Sell
2022
Q4
$38.5K Sell
2022
Q3
$36K Sell
2022
Q2
$85K Sell
2022
Q1
$122K Buy