Axxcess 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	–	Sell	-9,684	Closed	-$344K	–	818
2025 Q4	$344K	Sell	9,684 -1,463	-13%	-$50.8K	0.01%	807
2025 Q3	$383K	Hold	11,147	–	–	0.01%	691
2025 Q2	$390K	Sell	11,147 -2,042	-15%	-$72.2K	0.01%	648
2025 Q1	$481K	Hold	13,189	–	–	0.01%	569
2024 Q4	$494K	Sell	13,189 -206	-2%	-$7.85K	0.01%	549
2024 Q3	$505K	Hold	13,395	–	–	0.01%	545
2024 Q2	$438K	Sell	13,395 -833	-6%	-$27.2K	0.01%	554
2024 Q1	$510K	Sell	14,228 -1,055	-7%	-$37.3K	0.01%	529
2023 Q4	$558K	Sell	15,283 -9,827	-39%	-$344K	0.02%	486
2023 Q3	$842K	Buy	25,110 +17,030	+211%	+$589K	0.03%	351
2023 Q2	$275K	Sell	8,080 -1,147	-12%	-$35.8K	0.02%	469
2023 Q1	$301K	Sell	9,227 -470	-5%	-$15.4K	0.02%	480
2022 Q4	$309K	Hold	9,697	–	–	0.03%	438
2022 Q3	$272K	Hold	9,697	–	–	0.03%	422
2022 Q2	$324K	Hold	9,697	–	–	0.03%	380
2022 Q1	$333K	Buy	+9,697	New	+$318K	0.03%	449