Clearstead Advisors’s Phillips Edison & Co PECO Stock Holding History

Clearstead Advisors’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.42K	Hold
2025 Q2	$5.54K	Buy
2024 Q1	–	Sell
2023 Q4	$32.1K	Sell
2023 Q3	$59.1K	Buy
2023 Q2	$30K	Hold
2023 Q1	$28.7K	Hold
2022 Q4	$28.1K	Hold
2022 Q3	$25K	Buy