Capital Asset Advisory Services’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
Q3 | $383K | Hold |
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|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $492K | Hold |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $898K | Hold |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.11M | Buy |
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