Accel Wealth Management’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History

Accel Wealth Management’s Portfolio PFX Stock Details PFX Fund Activity

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

Other funds holding PFX

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Accel Wealth Management's PFX Position: Q2 2023 in Review

Accel Wealth Management sold out of PHOENIX COMPANIES INC 7.45% PFD (PFX) in Q2 2023, closing a stake of 400 shares — an estimated $7.13K sold.

Accel Wealth Management first reported a position in PFX in Q3 2021 and held it in 7 quarters. The position peaked at $7.13K in Q1 2023. 1 fund tracked by Wall St. Rank holds PFX as of Q2 2023.

Accel Wealth Management reported no remaining PHOENIX COMPANIES INC 7.45% PFD position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 400 PHOENIX COMPANIES INC 7.45% PFD shares in Q2 2023, an estimated $7.13K.
Accel Wealth Management first reported a position in PHOENIX COMPANIES INC 7.45% PFD in Q3 2021 and held it in 7 quarters.
Accel Wealth Management's PHOENIX COMPANIES INC 7.45% PFD position peaked at $7.13K in Q1 2023.
1 fund tracked by Wall St. Rank held PHOENIX COMPANIES INC 7.45% PFD as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.