Arete Wealth Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $453K | Sell |
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|
2018
Q1 | $539K | Sell |
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|
2017
Q4 | $720K | Buy |
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|
2017
Q3 | $806K | Buy |
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|
2017
Q2 | $858K | Buy |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $215K | Sell |
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|
2016
Q3 | $278K | Buy |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $239K | Sell |
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|
2015
Q4 | $291K | Buy |
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|
2015
Q3 | $261K | Buy |
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|
2015
Q2 | $241K | Buy |
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