Money Concepts Capital’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
2026 Q1	$2.56M	Sell	68,400 -3,705	-5%	-$138K	0.14%	152
2025 Q4	$2.56M	Sell	72,105 -6,543	-8%	-$227K	0.14%	138
2025 Q3	$2.7M	Sell	78,648 -659	-0.8%	-$22.8K	0.17%	130
2025 Q2	$2.78M	Sell	79,307 -381	-0.5%	-$13.5K	0.19%	113
2025 Q1	$2.91M	Sell	79,688 -2,198	-3%	-$79.4K	0.22%	104
2024 Q4	$3.07M	Buy	81,886 +1,291	+2%	+$49.2K	0.23%	98
2024 Q3	$3.04M	Sell	80,595 -4,916	-6%	-$175K	0.23%	98
2024 Q2	$2.8M	Sell	85,511 -149	-0.2%	-$4.86K	0.23%	102
2024 Q1	$3.07M	Buy	85,660 +418	+0.5%	+$14.8K	0.28%	91
2023 Q4	$3.11M	Buy	85,242 +2,421	+3%	+$84.7K	0.29%	92
2023 Q3	$2.78M	Buy	82,821 +2,022	+3%	+$69.9K	0.29%	100
2023 Q2	$2.75M	Sell	80,799 -2,788	-3%	-$87K	0.28%	105
2023 Q1	$2.74M	Sell	83,587 -29,525	-26%	-$966K	0.15%	122
2022 Q4	$3.6M	Buy	113,112 +29,830	+36%	+$917K	0.16%	128
2022 Q3	$2.34M	Buy	83,282 +7,851	+10%	+$258K	0.14%	140
2022 Q2	$2.56M	Sell	75,431 -28,428	-27%	-$965K	0.23%	98
2022 Q1	$3.57M	Buy	+103,859	New	+$3.41M	0.2%	103