MAI Capital Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$105K	Hold	3,000	–	–	﹤0.01%	1390
2025 Q1	$109K	Sell	3,000 -2,500	-45%	-$91.2K	﹤0.01%	1299
2024 Q4	$206K	Buy	+5,500	New	+$206K	﹤0.01%	1086
2023 Q3	–	Sell	-17,606	Closed	-$600K	–	1075
2023 Q2	$600K	Buy	+17,606	New	+$600K	0.01%	554