Wealth Enhancement Advisory Services’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
115,437
+17,359
| +18% | +$611K | 0.01% | 990 |
|
|
2025
Q1 | $3.58M | Sell |
98,078
-2,169
| -2% | -$79.1K | 0.01% | 961 |
|
|
2024
Q4 | $3.76M | Sell |
100,247
-1,123
| -1% | -$42.1K | 0.01% | 902 |
|
|
2024
Q3 | $3.82M | Sell |
101,370
-25,607
| -20% | -$966K | 0.01% | 815 |
|
|
2024
Q2 | $4.15M | Sell |
126,977
-4,150
| -3% | -$136K | 0.01% | 740 |
|
|
2024
Q1 | $4.7M | Sell |
131,127
-10,045
| -7% | -$360K | 0.01% | 680 |
|
|
2023
Q4 | $5.15M | Sell |
141,172
-3,305
| -2% | -$121K | 0.02% | 603 |
|
|
2023
Q3 | $4.85M | Buy |
+144,477
| New | +$4.85M | 0.02% | 588 |
|