Accel Wealth Management’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-400
| Closed | -$7.13K | – | 940 |
|
|
2023
Q1 | $7.13K | Hold |
400
| – | – | ﹤0.01% | 963 |
|
|
2022
Q4 | $6.94K | Hold |
400
| – | – | ﹤0.01% | 773 |
|
|
2022
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 830 |
|
|
2022
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 770 |
|
|
2022
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 770 |
|
|
2021
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 776 |
|
|
2021
Q3 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 712 |
|