AssetMark Inc’s PHI, Inc. Non-Voting Common Stock PHIIK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,129
| Closed | -$34K | – | 1599 |
|
|
2018
Q4 | $34K | Buy |
18,129
+9,838
| +119% | +$18.5K | ﹤0.01% | 775 |
|
|
2018
Q3 | $77K | Buy |
8,291
+223
| +3% | +$2.07K | ﹤0.01% | 649 |
|
|
2018
Q2 | $82K | Buy |
8,068
+2,617
| +48% | +$26.6K | ﹤0.01% | 614 |
|
|
2018
Q1 | $56K | Buy |
+5,451
| New | +$56K | ﹤0.01% | 700 |
|