SageView Advisory Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
10,280
-724
| -7% | -$24.8K | 0.01% | 447 |
|
|
2025
Q1 | $402K | Buy |
11,004
+128
| +1% | +$4.67K | 0.02% | 390 |
|
|
2024
Q4 | $407K | Buy |
+10,876
| New | +$407K | 0.02% | 379 |
|
|
2024
Q1 | – | Sell |
-6,813
| Closed | -$242K | – | 735 |
|
|
2023
Q4 | $242K | Buy |
+6,813
| New | +$242K | 0.01% | 575 |
|