EPG Wealth Management’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 | $600K | Buy |
|
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|
2024
Q4 | $611K | Sell |
|
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|
2024
Q3 | $713K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $747K | Sell |
|
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|
2023
Q4 | $747K | Sell |
|
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|
2023
Q3 | $819K | Buy |
|
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|
2023
Q2 | $827K | Buy |
|
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|
2023
Q1 | $787K | Sell |
|
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|
2022
Q4 | $820K | Sell |
|
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|
2022
Q3 | $830K | Sell |
|
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.04M | Buy |
|