Ratio Wealth Group’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$210K	Hold	5,847	–	–	0.04%	75
2023 Q4	$213K	Buy	+5,847	New	+$213K	0.05%	69
2022 Q3	–	Sell	-6,714	Closed	-$224K	–	62
2022 Q2	$224K	Sell	6,714 -3,048	-31%	-$102K	0.07%	50
2022 Q1	$336K	Buy	+9,762	New	+$336K	0.1%	46