Kestra Private Wealth Services’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,424	Closed	-$230K	–	1388
2024 Q1	$230K	Buy	6,424 +7	+0.1%	+$251	0.01%	1118
2023 Q4	$234K	Buy	6,417 +7	+0.1%	+$255	0.01%	1050
2023 Q3	$215K	Buy	+6,410	New	+$215K	0.01%	1004