Capital Advisory Group Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,730
Closed -$217K 137
2022
Q3
$217K Buy
7,730
+343
+5% +$9.63K 0.15% 125
2022
Q2
$235K Hold
7,387
0.14% 127
2022
Q1
$254K Buy
+7,387
New +$254K 0.12% 135