Independent Advisor Alliance’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
Q3 | $457K | Buy |
|
|||||
|
2025
Q2 | $465K | Buy |
|
|||||
|
2025
Q1 | $437K | Buy |
|
|||||
|
2024
Q4 | $388K | Buy |
|
|||||
|
2024
Q3 | $389K | Sell |
|
|||||
|
2024
Q2 | $414K | Hold |
|
|||||
|
2024
Q1 | $454K | Sell |
|
|||||
|
2023
Q4 | $502K | Buy |
|
|||||
|
2023
Q3 | $352K | Sell |
|
|||||
|
2023
Q2 | $361K | Buy |
|
|||||
|
2023
Q1 | $309K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $266K | Sell |
|
|||||
|
2022
Q2 | $323K | Buy |
|