Continuum Advisory’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
Q2 | – | Sell |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $196K | Hold |
|
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|
2024
Q2 | $166K | Hold |
|
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|
2024
Q1 | $168K | Sell |
|
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $458K | Sell |
|
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|
2023
Q2 | $563K | Hold |
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|
2023
Q1 | $539K | Buy |
|
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $564K | Buy |
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