EverSource Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2K | Buy |
2,604
+865
| +50% | +$30.3K | ﹤0.01% | 1256 |
|
|
2025
Q1 | $63.5K | Buy |
1,739
+110
| +7% | +$4.01K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $61K | Buy |
1,629
+182
| +13% | +$6.82K | ﹤0.01% | 1099 |
|
|
2024
Q3 | $54.6K | Buy |
1,447
+11
| +0.8% | +$415 | ﹤0.01% | 1029 |
|
|
2024
Q2 | $50.4K | Sell |
1,436
-101
| -7% | -$3.55K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $50.3K | Buy |
1,537
+166
| +12% | +$5.43K | ﹤0.01% | 983 |
|
|
2023
Q4 | $50K | Buy |
1,371
+11
| +0.8% | +$401 | ﹤0.01% | 900 |
|
|
2023
Q3 | $45.6K | Hold |
1,360
| – | – | ﹤0.01% | 847 |
|
|
2023
Q2 | $46.3K | Hold |
1,360
| – | – | 0.01% | 868 |
|
|
2023
Q1 | $44.4K | Hold |
1,360
| – | – | 0.01% | 827 |
|
|
2022
Q4 | $43.3K | Hold |
1,360
| – | – | 0.01% | 813 |
|
|
2022
Q3 | $38K | Sell |
1,360
-609
| -31% | -$17K | 0.01% | 709 |
|
|
2022
Q2 | $65K | Sell |
1,969
-1,666
| -46% | -$55K | 0.02% | 529 |
|
|
2022
Q1 | $125K | Buy |
+3,635
| New | +$125K | 0.03% | 302 |
|