BAM
PFX icon

Barrett Asset Management’s PhenixFIN PFX Stock Holding History

Barrett Asset Management’s Portfolio PFX Stock Details PFX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,000
Closed -$28K – 378
2014
Q4 		$28K Sell
3,000
-367
-11% -$3.43K ﹤0.01% 279
2014
Q3 		$40K Buy
+3,367
New +$40K ﹤0.01% 264