OIA
OneDigital Investment Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
9,987
-7,973
| -44% | -$279K | ﹤0.01% | 1075 |
|
|
2025
Q1 | $655K | Hold |
17,960
| – | – | 0.01% | 761 |
|
|
2024
Q4 | $673K | Sell |
17,960
-1,441
| -7% | -$54K | 0.01% | 773 |
|
|
2024
Q3 | $732K | Sell |
19,401
-1,916
| -9% | -$72.3K | 0.01% | 775 |
|
|
2024
Q2 | $697K | Sell |
21,317
-12,709
| -37% | -$416K | 0.01% | 761 |
|
|
2024
Q1 | $1.22M | Sell |
34,026
-5,236
| -13% | -$188K | 0.02% | 451 |
|
|
2023
Q4 | $1.43M | Sell |
39,262
-5,415
| -12% | -$198K | 0.03% | 379 |
|
|
2023
Q3 | $1.5M | Sell |
44,677
-2,383
| -5% | -$79.9K | 0.03% | 340 |
|
|
2023
Q2 | $1.6M | Sell |
47,060
-2,505
| -5% | -$85.4K | 0.04% | 317 |
|
|
2023
Q1 | $1.62M | Sell |
49,565
-2,582
| -5% | -$84.2K | 0.04% | 308 |
|
|
2022
Q4 | $1.66M | Sell |
52,147
-6,425
| -11% | -$205K | 0.05% | 280 |
|
|
2022
Q3 | $1.64M | Buy |
58,572
+400
| +0.7% | +$11.2K | 0.06% | 214 |
|
|
2022
Q2 | $1.94M | Sell |
58,172
-3,712
| -6% | -$124K | 0.08% | 159 |
|
|
2022
Q1 | $2.13M | Buy |
+61,884
| New | +$2.13M | 0.08% | 157 |
|