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Sequoia Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Sequoia Financial Advisors’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$536K Sell
15,294
-1,471
-9% -$51.5K ﹤0.01% 955
2025
Q1 		$612K Sell
16,765
-5,887
-26% -$215K ﹤0.01% 775
2024
Q4 		$849K Buy
+22,652
New +$849K 0.01% 629