J.W. Cole 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
Q3 | $6.98M | Sell |
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|
2025
Q2 | $7.19M | Buy |
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|
2025
Q1 | $7.06M | Buy |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.59M | Sell |
|
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.65M | Sell |
|
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $3.54M | Sell |
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|
2022
Q3 | $3.6M | Sell |
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|
2022
Q2 | $4.61M | Sell |
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|
2022
Q1 | $5.94M | Buy |
|