Newbridge Financial Services Group’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	$236K	Buy	6,295 +4	+0.1%	+$149	0.04%	201
2025 Q4	$224K	Sell	6,291 -496	-7%	-$17.2K	0.03%	220
2025 Q3	$233K	Buy	6,787 +460	+7%	+$15.9K	0.03%	268
2025 Q2	$222K	Sell	6,327 -57	-0.9%	-$2.02K	0.04%	271
2025 Q1	$233K	Sell	6,384 -2,468	-28%	-$89.2K	0.06%	179
2024 Q4	$332K	Buy	8,852 +3	+0%	+$114	0.09%	160
2024 Q3	$334K	Buy	8,849 +1,795	+25%	+$64K	0.12%	116
2024 Q2	$231K	Sell	7,054 -726	-9%	-$23.7K	0.09%	167
2024 Q1	$279K	Buy	7,780 +1,625	+26%	+$57.4K	0.12%	147
2023 Q4	$225K	Sell	6,155 -323	-5%	-$11.3K	0.11%	175
2023 Q3	$217K	Sell	6,478 -699	-10%	-$24.2K	0.11%	182
2023 Q2	$245K	Buy	7,177 +5,160	+256%	+$161K	0.12%	175
2023 Q1	$65.8K	Sell	2,017 -13	-0.6%	-$425	0.03%	404
2022 Q4	$64.6K	Sell	2,030 -996	-33%	-$30.6K	0.04%	396
2022 Q3	$85K	Buy	3,026 +2	+0.1%	+$66	0.05%	319
2022 Q2	$101K	Sell	3,024 -608	-17%	-$20.6K	0.06%	265
2022 Q1	$125K	Buy	+3,632	New	+$119K	0.06%	272