Plotkin Financial 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 | $251K | Sell |
|
|||||
|
2025
Q1 | $267K | Hold |
|
|||||
|
2024
Q4 | $274K | Hold |
|
|||||
|
2024
Q3 | $275K | Hold |
|
|||||
|
2024
Q2 | $239K | Hold |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $272K | Hold |
|
|||||
|
2023
Q3 | $250K | Hold |
|
|||||
|
2023
Q2 | $254K | Sell |
|
|||||
|
2023
Q1 | $249K | Hold |
|
|||||
|
2022
Q4 | $243K | Sell |
|
|||||
|
2022
Q3 | $223K | Sell |
|
|||||
|
2022
Q2 | $326K | Sell |
|
|||||
|
2022
Q1 | $922K | Buy |
|