Silver Oak Securities’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
Q3 | $568K | Sell |
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|
2025
Q2 | $632K | Hold |
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|
2025
Q1 | $649K | Hold |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $966K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $965K | Buy |
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