B. Riley Wealth Management’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-25
| Closed | -$4K | – | 589 |
|
|
2015
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 891 |
|
|
2015
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 891 |
|
|
2014
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 877 |
|
|
2014
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 905 |
|
|
2014
Q2 | $6K | Sell |
25
-130
| -84% | -$31.2K | ﹤0.01% | 919 |
|
|
2014
Q1 | $42K | Buy |
+155
| New | +$42K | 0.03% | 477 |
|