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ACG Wealth’s PhenixFIN PFX Stock Holding History

ACG Wealth’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,358
Closed -$436K – 218
2014
Q4 		$436K Sell
2,358
-319
-12% -$59K 0.12% 137
2014
Q3 		$632K Buy
+2,677
New +$632K 0.18% 107