Axxcess Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
11,147
-2,042
| -15% | -$71.5K | 0.01% | 647 |
|
|
2025
Q1 | $481K | Hold |
13,189
| – | – | 0.01% | 568 |
|
|
2024
Q4 | $494K | Sell |
13,189
-206
| -2% | -$7.72K | 0.01% | 548 |
|
|
2024
Q3 | $505K | Hold |
13,395
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $438K | Sell |
13,395
-833
| -6% | -$27.2K | 0.01% | 553 |
|
|
2024
Q1 | $510K | Sell |
14,228
-1,055
| -7% | -$37.8K | 0.01% | 527 |
|
|
2023
Q4 | $558K | Sell |
15,283
-9,827
| -39% | -$358K | 0.02% | 484 |
|
|
2023
Q3 | $842K | Buy |
25,110
+17,030
| +211% | +$571K | 0.03% | 351 |
|
|
2023
Q2 | $275K | Sell |
8,080
-1,147
| -12% | -$39.1K | 0.02% | 468 |
|
|
2023
Q1 | $301K | Sell |
9,227
-470
| -5% | -$15.3K | 0.02% | 477 |
|
|
2022
Q4 | $309K | Hold |
9,697
| – | – | 0.03% | 438 |
|
|
2022
Q3 | $272K | Hold |
9,697
| – | – | 0.03% | 419 |
|
|
2022
Q2 | $324K | Hold |
9,697
| – | – | 0.03% | 376 |
|
|
2022
Q1 | $333K | Buy |
+9,697
| New | +$333K | 0.03% | 444 |
|