Tradewinds Capital Management’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
2026 Q1	$37.4K	Hold	1,000	–	–	0.01%	254
2025 Q4	$35.6K	Hold	1,000	–	–	0.01%	250
2025 Q3	$34.3K	Hold	1,000	–	–	0.01%	246
2025 Q2	$35K	Hold	1,000	–	–	0.01%	234
2025 Q1	$36.5K	Hold	1,000	–	–	0.01%	217
2024 Q4	$37.5K	Hold	1,000	–	–	0.01%	223
2024 Q3	$37.7K	Hold	1,000	–	–	0.01%	206
2024 Q2	$32.7K	Hold	1,000	–	–	0.01%	210
2024 Q1	$35.9K	Hold	1,000	–	–	0.01%	185
2023 Q4	$36.5K	Hold	1,000	–	–	0.01%	152
2023 Q3	$33.5K	Hold	1,000	–	–	0.01%	149
2023 Q2	$34.1K	Hold	1,000	–	–	0.01%	147
2023 Q1	$32.6K	Sell	1,000 -777	-44%	-$25.4K	0.01%	146
2022 Q4	$56.6K	Buy	1,777 +777	+78%	+$23.9K	0.03%	101
2022 Q3	$28K	Hold	1,000	–	–	0.01%	139
2022 Q2	$33K	Hold	1,000	–	–	0.01%	130
2022 Q1	$34K	Buy	+1,000	New	+$32.8K	0.01%	299