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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $87.5K | Sell |
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|
2025
Q2 | $91.2K | Buy |
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|
2025
Q1 | $63.5K | Buy |
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|
2024
Q4 | $61K | Buy |
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|
2024
Q3 | $54.6K | Buy |
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|
2024
Q2 | $50.4K | Sell |
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|
2024
Q1 | $50.3K | Buy |
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|
2023
Q4 | $50K | Buy |
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|
2023
Q3 | $45.6K | Hold |
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|
2023
Q2 | $46.3K | Hold |
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|
2023
Q1 | $44.4K | Hold |
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|
2022
Q4 | $43.3K | Hold |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $125K | Buy |
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