Waverly Advisors’s Phillips Edison & Co PECO Stock Holding History

Waverly Advisors’s Portfolio PECO Stock Details PECO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$840K	Sell
2025 Q2	$930K	Buy
2025 Q1	$966K	Buy
2024 Q4	$851K	Sell
2024 Q3	$883K	Buy
2024 Q2	$761K	Sell
2024 Q1	$877K	Buy