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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.07M	Sell
2025 Q1	$4.31M	Buy
2024 Q4	$4.4M	Buy
2024 Q3	$2.87M	Sell
2024 Q2	$2.73M	Sell
2024 Q1	$3M	Sell
2023 Q4	$3.13M	Buy