Ancora Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,500
| Closed | -$199K | – | 702 |
|
|
2018
Q1 | $199K | Sell |
2,500
-250
| -9% | -$19.9K | 0.01% | 628 |
|
|
2017
Q4 | $287K | Hold |
2,750
| – | – | 0.02% | 535 |
|
|
2017
Q3 | $328K | Buy |
2,750
+1,000
| +57% | +$119K | 0.02% | 536 |
|
|
2017
Q2 | $224K | Buy |
+1,750
| New | +$224K | 0.01% | 572 |
|