Baystate Wealth Management’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-63
| Closed | -$7K | – | 709 |
|
|
2017
Q4 | $7K | Hold |
63
| – | – | ﹤0.01% | 398 |
|
|
2017
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 369 |
|
|
2017
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 373 |
|
|
2017
Q1 | $10K | Hold |
63
| – | – | ﹤0.01% | 337 |
|
|
2016
Q4 | $10K | Buy |
+63
| New | +$10K | ﹤0.01% | 302 |
|