HHM Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
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|
2025
Q1 | $40.1K | Sell |
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|
2024
Q4 | $54.8K | Hold |
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|
2024
Q3 | $55.1K | Sell |
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|
2024
Q2 | $71.7K | Hold |
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|
2024
Q1 | $78.7K | Sell |
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|
2023
Q4 | $133K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $116K | Sell |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $264K | Buy |
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