Fiduciary Alliance’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 | $636K | Sell |
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|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $673K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $723K | Hold |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $675K | Hold |
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|
2023
Q1 | $646K | Hold |
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|
2022
Q4 | $631K | Buy |
|