EverSource Wealth Advisors’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
2026 Q1	$121K	Buy	3,242 +1,130	+54%	+$42K	﹤0.01%	1322
2025 Q4	$75.1K	Sell	2,112 -438	-17%	-$15.2K	﹤0.01%	1474
2025 Q3	$87.5K	Sell	2,550 -54	-2%	-$1.87K	﹤0.01%	1358
2025 Q2	$91.2K	Buy	2,604 +865	+50%	+$30.6K	﹤0.01%	1261
2025 Q1	$63.5K	Buy	1,739 +110	+7%	+$3.97K	﹤0.01%	1123
2024 Q4	$61K	Buy	1,629 +182	+13%	+$6.93K	﹤0.01%	1099
2024 Q3	$54.6K	Buy	1,447 +11	+0.8%	+$392	﹤0.01%	1029
2024 Q2	$50.4K	Sell	1,436 -101	-7%	-$3.29K	﹤0.01%	1087
2024 Q1	$50.3K	Buy	1,537 +166	+12%	+$5.87K	﹤0.01%	983
2023 Q4	$50K	Buy	1,371 +11	+0.8%	+$385	﹤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%	828
2022 Q4	$43.3K	Hold	1,360	–	–	0.01%	813
2022 Q3	$38K	Sell	1,360 -609	-31%	-$20K	0.01%	709
2022 Q2	$65K	Sell	1,969 -1,666	-46%	-$56.6K	0.02%	529
2022 Q1	$125K	Buy	+3,635	New	+$119K	0.03%	302