Kovack 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 | $390K | Sell |
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|
2025
Q1 | $418K | Hold |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $859K | Sell |
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|
2023
Q3 | $817K | Sell |
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|
2023
Q2 | $855K | Sell |
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $891K | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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