Forvis Mazars Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,109
Closed -$481K 413
2022
Q4
$481K Buy
+15,109
New +$481K 0.02% 265
2022
Q3
Sell
-6,666
Closed -$223K 394
2022
Q2
$223K Buy
+6,666
New +$223K 0.01% 362