Marcum Wealth’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
Q1 | $512K | Sell |
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|
2024
Q4 | $526K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $469K | Buy |
|
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|
2024
Q1 | $450K | Sell |
|
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|
2023
Q4 | $560K | Hold |
|
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $529K | Sell |
|
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|
2022
Q4 | $531K | Hold |
|
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $557K | Buy |
|