Diversify Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Diversify Wealth Management’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 Q2	$1.95M	Sell
2025 Q1	$2.6M	Sell
2024 Q4	$2.78M	Sell
2024 Q3	$3.14M	Sell
2024 Q2	$2.94M	Buy