A detailed history of Ever Source Wealth Advisors, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,537 shares of PECO stock, worth $49,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,537
Previous 1,371 12.11%
Holding current value
$49,998
Previous $49,000 12.24%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$34.3 - $36.64 $5,693 - $6,082
166 Added 12.11%
1,537 $55,000
Q4 2023

Feb 09, 2024

BUY
$32.43 - $37.25 $356 - $409
11 Added 0.81%
1,371 $50,000
Q3 2022

Nov 07, 2022

SELL
$27.33 - $35.13 $16,643 - $21,394
-609 Reduced 30.93%
1,360 $38,000
Q2 2022

Aug 01, 2022

SELL
$31.26 - $36.04 $52,079 - $60,042
-1,666 Reduced 45.83%
1,969 $65,000
Q1 2022

May 25, 2022

BUY
$30.58 - $35.22 $111,158 - $128,024
3,635 New
3,635 $125,000

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $3.8B
  • 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...
More about PECO
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