GoalVest Advisory’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,457	Closed	-$206K	–	294
2022 Q4	$206K	Buy	+6,457	New	+$206K	0.13%	71
2022 Q3	–	Sell	-1,774	Closed	-$61K	–	299
2022 Q2	$61K	Buy	+1,774	New	+$61K	0.04%	157