Lakeridge Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Lakeridge Wealth Management’s Portfolio PECO Stock Details PECO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$580K	Sell
2025 Q2	$636K	Sell
2025 Q1	$813K	Buy
2024 Q4	$828K	Buy
2024 Q3	$828K	Sell
2024 Q2	$774K	Buy
2024 Q1	$842K	Sell
2023 Q4	$875K	Buy