AWCI
Alpine Woods Capital Investors’s PhenixFIN PFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-28,000
| Closed | -$146K | – | 428 |
|
|
2017
Q4 | $146K | Buy |
28,000
+3,000
| +12% | +$15.6K | 0.01% | 427 |
|
|
2017
Q3 | $149K | Buy |
+25,000
| New | +$149K | 0.01% | 434 |
|
|
2015
Q4 | – | Sell |
-30,000
| Closed | -$223K | – | 477 |
|
|
2015
Q3 | $223K | Hold |
30,000
| – | – | 0.01% | 434 |
|
|
2015
Q2 | $267K | Hold |
30,000
| – | – | 0.01% | 401 |
|
|
2015
Q1 | $275K | Hold |
30,000
| – | – | 0.01% | 395 |
|
|
2014
Q4 | $277K | Buy |
+30,000
| New | +$277K | 0.01% | 389 |
|