OneDigital Investment Advisors’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
Q2 | $350K | Sell |
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|
2025
Q1 | $655K | Hold |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.13M | Buy |
|