Bank of Montreal’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.44M | Hold |
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|
2019
Q2 | $1.3M | Hold |
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|
2019
Q1 | $1.73M | Hold |
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|
2018
Q4 | $1.48M | Hold |
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|
2018
Q3 | $2.12M | Hold |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $2.41M | Buy |
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|
2017
Q4 | $2.87M | Hold |
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|
2017
Q3 | $3.28M | Buy |
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|
2017
Q2 | $3.26M | Sell |
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|
2017
Q1 | $4.27M | Buy |
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|
2016
Q4 | $4.23M | Hold |
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|
2016
Q3 | $4.12M | Hold |
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|
2016
Q2 | $3.62M | Buy |
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|
2016
Q1 | $3.02M | Buy |
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|
2015
Q4 | $1.3M | Buy |
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|
2015
Q3 | $186K | Sell |
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|
2015
Q2 | $247K | Buy |
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|
2015
Q1 | $238K | Hold |
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|
2014
Q4 | $240K | Buy |
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|
2014
Q3 | $225K | Buy |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $218K | Hold |
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|
2013
Q4 | $222K | Buy |
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|
2013
Q3 | $207K | Hold |
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|
2013
Q2 | $204K | Buy |
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