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Brass Tax Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Brass Tax Wealth Management’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$351K Hold
10,012
– – 0.07% 150
2025
Q1 		$365K Hold
10,012
– – 0.08% 131
2024
Q4 		$375K Hold
10,012
– – 0.08% 118
2024
Q3 		$378K Buy
+10,012
New +$378K 0.08% 115