Evergreen Capital Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,990	Closed	-$219K	–	1209
2025 Q1	$219K	Sell	5,990 -943	-14%	-$34.5K	0.01%	937
2024 Q4	$260K	Buy	6,933 +1,513	+28%	+$56.8K	0.01%	815
2024 Q3	$205K	Buy	+5,420	New	+$205K	0.01%	936