PFA
Plotkin Financial Advisors’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
7,173
-131
| -2% | -$4.59K | 0.14% | 80 |
|
|
2025
Q1 | $267K | Hold |
7,304
| – | – | 0.16% | 76 |
|
|
2024
Q4 | $274K | Hold |
7,304
| – | – | 0.16% | 76 |
|
|
2024
Q3 | $275K | Hold |
7,304
| – | – | 0.16% | 76 |
|
|
2024
Q2 | $239K | Hold |
7,304
| – | – | 0.15% | 77 |
|
|
2024
Q1 | $262K | Sell |
7,304
-139
| -2% | -$4.99K | 0.17% | 73 |
|
|
2023
Q4 | $272K | Hold |
7,443
| – | – | 0.21% | 65 |
|
|
2023
Q3 | $250K | Hold |
7,443
| – | – | 0.22% | 62 |
|
|
2023
Q2 | $254K | Sell |
7,443
-200
| -3% | -$6.82K | 0.21% | 63 |
|
|
2023
Q1 | $249K | Hold |
7,643
| – | – | 0.23% | 61 |
|
|
2022
Q4 | $243K | Sell |
7,643
-318
| -4% | -$10.1K | 0.25% | 59 |
|
|
2022
Q3 | $223K | Sell |
7,961
-1,789
| -18% | -$50.2K | 0.23% | 60 |
|
|
2022
Q2 | $326K | Sell |
9,750
-17,067
| -64% | -$570K | 0.31% | 49 |
|
|
2022
Q1 | $922K | Buy |
+26,817
| New | +$922K | 0.64% | 28 |
|