Heritage Wealth Management (Arizona)’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,754	Closed	-$58.6K	–	1081
2022 Q2	$58.6K	Hold	1,754	–	–	0.02%	390
2022 Q1	$60K	Buy	+1,754	New	+$60K	0.02%	448