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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $505K | Hold |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $842K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $333K | Buy |
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