Creative One Wealth, LLC Phillips Edison & Company, Inc. Transaction History

Creative One Wealth, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$34.3 - $36.64 $445 - $476	13 Added 0.18%	7,326 $263,000
Q4 2023 Feb 09, 2024	SELL	$32.43 - $37.25 $53,898 - $61,909	-1,662 Reduced 18.52%	7,313 $267,000
Q3 2023 Oct 17, 2023	SELL	$33.1 - $36.16 $100,590 - $109,890	-3,039 Reduced 25.3%	8,975 $301,000
Q2 2023 Aug 16, 2023	SELL	$28.14 - $34.09 $71,166 - $86,213	-2,529 Reduced 17.39%	12,014 $409,000
Q2 2023 Aug 14, 2023	BUY	$28.14 - $34.09 $83,463 - $101,110	2,966 Added 25.62%	14,543 $489,000
Q1 2023 May 15, 2023	SELL	$30.04 - $34.47 $7,780 - $8,927	-259 Reduced 2.19%	11,577 $378,000
Q4 2022 Feb 14, 2023	SELL	$28.0 - $33.27 $43,316 - $51,468	-1,547 Reduced 11.56%	11,836 $377,000
Q3 2022 Nov 14, 2022	SELL	$27.33 - $35.13 $48,893 - $62,847	-1,789 Reduced 11.79%	13,383 $375,000
Q2 2022 Aug 12, 2022	BUY	$31.26 - $36.04 $41,825 - $48,221	1,338 Added 9.67%	15,172 $507,000
Q1 2022 May 13, 2022	BUY	$30.58 - $35.22 $423,043 - $487,233	13,834 New	13,834 $476,000

395

94.1M

73.6K

500

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.4B
Description
Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...

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