Waverly Advisors’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
26,559
+80
| +0.3% | +$2.8K | 0.01% | 634 |
|
|
2025
Q1 | $966K | Buy |
26,479
+3,764
| +17% | +$137K | 0.01% | 614 |
|
|
2024
Q4 | $851K | Sell |
22,715
-706
| -3% | -$26.4K | 0.01% | 555 |
|
|
2024
Q3 | $883K | Buy |
23,421
+166
| +0.7% | +$6.26K | 0.02% | 467 |
|
|
2024
Q2 | $761K | Sell |
23,255
-1,200
| -5% | -$39.3K | 0.01% | 482 |
|
|
2024
Q1 | $877K | Buy |
+24,455
| New | +$877K | 0.02% | 390 |
|