Ratio Wealth 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
2024
Q1
$210K Hold
2023
Q4
$213K Buy
2022
Q3
Sell
2022
Q2
$224K Sell
2022
Q1
$336K Buy