AWM
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Accel Wealth Management’s PhenixFIN PFX Stock Holding History

Accel Wealth Management’s Portfolio PFX Stock Details PFX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-275
Closed -$12K – 940
2021
Q3 		$12K Hold
275
– – 0.01% 604
2021
Q2 		$11K Hold
275
– – 0.01% 679
2021
Q1 		$9K Hold
275
– – 0.01% 676
2020
Q4 		$8K Buy
+275
New +$8K 0.01% 654