WealthPlan Investment Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,716	Closed	-$230K	–	531
2022 Q4	$230K	Sell	6,716 -916	-12%	-$31.4K	0.02%	353
2022 Q3	$248K	Buy	+7,632	New	+$248K	0.02%	324
2022 Q1	$1.54M	Buy	+45,339	New	+$1.54M	0.11%	133