Advocacy Wealth Management Services’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$13K | – | 284 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 165 |
|
|
2017
Q1 | $15K | Hold |
100
| – | – | 0.01% | 174 |
|
|
2016
Q4 | $15K | Buy |
100
+25
| +33% | +$3.75K | ﹤0.01% | 165 |
|
|
2016
Q3 | $11K | Buy |
75
+20
| +36% | +$2.93K | ﹤0.01% | 261 |
|
|
2016
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 323 |
|
|
2016
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 391 |
|
|
2015
Q4 | $8K | Buy |
+55
| New | +$8K | 0.01% | 381 |
|