B. Riley Wealth Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-742
| Closed | -$1.03K | – | 1573 |
|
|
2014
Q4 | $1.03K | Sell |
742
-320
| -30% | -$445 | 0.02% | 741 |
|
|
2014
Q3 | $251K | Sell |
1,062
-2,251
| -68% | -$532K | 0.07% | 427 |
|
|
2014
Q2 | $475K | Buy |
3,313
+1,289
| +64% | +$185K | 0.11% | 205 |
|
|
2014
Q1 | $551K | Sell |
2,024
-680
| -25% | -$185K | 0.17% | 136 |
|
|
2013
Q4 | $749K | Buy |
+2,704
| New | +$749K | 0.24% | 102 |
|