Carson Wealth (CWM LLC)’s PhenixFIN PFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-312
| Closed | -$37K | – | 1545 |
|
|
2017
Q3 | $37K | Hold |
312
| – | – | ﹤0.01% | 573 |
|
|
2017
Q2 | $40K | Sell |
312
-166
| -35% | -$21.3K | ﹤0.01% | 504 |
|
|
2017
Q1 | $74K | Hold |
478
| – | – | ﹤0.01% | 391 |
|
|
2016
Q4 | $72K | Hold |
478
| – | – | ﹤0.01% | 390 |
|
|
2016
Q3 | $73K | Hold |
478
| – | – | 0.01% | 371 |
|
|
2016
Q2 | $64K | Buy |
+478
| New | +$64K | ﹤0.01% | 349 |
|