MLA
My Legacy Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
47,367
+2,514
| +6% | +$86.9K | 0.58% | 43 |
|
|
2025
Q1 | $1.64M | Sell |
44,853
-2,835
| -6% | -$103K | 0.63% | 39 |
|
|
2024
Q4 | $1.69M | Sell |
47,688
-5,776
| -11% | -$205K | 0.66% | 37 |
|
|
2024
Q3 | $2.02M | Sell |
53,464
-9,557
| -15% | -$360K | 0.8% | 34 |
|
|
2024
Q2 | $2.06M | Sell |
63,021
-3,646
| -5% | -$119K | 0.66% | 38 |
|
|
2024
Q1 | $2.39M | Sell |
66,667
-1,324
| -2% | -$47.5K | 0.8% | 31 |
|
|
2023
Q4 | $2.42M | Sell |
67,991
-3,400
| -5% | -$121K | 0.87% | 26 |
|
|
2023
Q3 | $2.44M | Sell |
71,391
-6,071
| -8% | -$207K | 0.99% | 23 |
|
|
2023
Q2 | $2.62M | Sell |
77,462
-3,122
| -4% | -$106K | 1.03% | 18 |
|
|
2023
Q1 | $2.57M | Hold |
80,584
| – | – | 1.1% | 17 |
|
|
2022
Q4 | $2.72M | Sell |
80,584
-1,702
| -2% | -$57.4K | 1.16% | 14 |
|
|
2022
Q3 | $2.33M | Sell |
82,286
-5,091
| -6% | -$144K | 1.17% | 15 |
|
|
2022
Q2 | $3M | Sell |
87,377
-3,579
| -4% | -$123K | 1.5% | 9 |
|
|
2022
Q1 | $3.13M | Buy |
+90,956
| New | +$3.13M | 1.45% | 13 |
|