Steward Partners Investment Advisory’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 | $51.5K | Hold |
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|
2025
Q2 | $52.5K | Sell |
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|
2025
Q1 | $66.2K | Hold |
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|
2024
Q4 | $68K | Hold |
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|
2024
Q3 | $68.4K | Sell |
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|
2024
Q2 | $96.4K | Hold |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $66.2K | Hold |
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|
2023
Q3 | $60.9K | Hold |
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|
2023
Q2 | $61.9K | Hold |
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|
2023
Q1 | $59.2K | Hold |
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|
2022
Q4 | $57.8K | Hold |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $98K | Buy |
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|
2021
Q3 | $80K | Buy |
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