Financial Advocates Investment 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
2024
Q2
Sell
-10,550
Closed -$378K 773
2024
Q1
$378K Buy
10,550
+1,361
+15% +$48.8K 0.02% 519
2023
Q4
$335K Buy
+9,189
New +$335K 0.02% 516