Foundations Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Foundations Investment Advisors’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Buy
2024 Q4	–	Sell
2024 Q3	$307K	Buy
2023 Q3	–	Sell
2023 Q2	$645K	Buy
2023 Q1	$610K	Hold
2022 Q4	$595K	Sell
2022 Q3	$604K	Sell
2022 Q2	$949K	Buy