Evercore 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
2023
Q4
Sell
2023
Q3
$402K Sell
2023
Q2
$1.71M Sell
2023
Q1
$1.7M Sell
2022
Q4
$1.82M Sell
2022
Q3
$1.74M Buy
2022
Q2
$368K Buy