Wealthcare Advisory Partners’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
$380K Buy
10,843
+32
+0.3% +$1.12K 0.01% 720
2025
Q1
$395K Sell
10,811
-90
-0.8% -$3.28K 0.01% 644
2024
Q4
$408K Buy
10,901
+4,228
+63% +$158K 0.01% 624
2024
Q3
$252K Hold
6,673
0.01% 766
2024
Q2
$218K Buy
+6,673
New +$218K 0.01% 766