Wealth Plan Partners, LLC Phillips Edison & Company, Inc. Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$28.14 - $34.09 $9,989 - $12,101	-355 Reduced 5.87%	5,695 $194 Million
Q1 2023 May 10, 2023	SELL	$30.04 - $34.47 $20,006 - $22,957	-666 Reduced 9.92%	6,050 $197 Million
Q4 2022 Feb 16, 2023	SELL	$28.0 - $33.27 $1.08 Million - $1.28 Million	-38,623 Reduced 85.19%	6,716 $230 Million
Q1 2022 May 03, 2022	BUY	$30.58 - $35.22 $384,360 - $442,680	12,569 Added 38.36%	45,339 $1.54 Million
Q4 2021 Feb 01, 2022	BUY	$30.14 - $34.22 $987,687 - $1.12 Million	32,770 New	32,770 $1.03 Million

425

95.6M

75.9K

1.1K

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.59B
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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