Capital A Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$75	–	864
2024 Q4	$75	Buy	+2	New	+$75	﹤0.01%	790