Cassady Schiller 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
2024
Q4
$542K Hold
14,471
0.2% 66
2024
Q3
$546K Buy
+14,471
New +$546K 0.2% 65