CFO4Life’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-630
| Closed | -$96K | – | 95 |
|
|
2016
Q3 | $96K | Buy |
630
+18
| +3% | +$2.74K | 0.08% | 84 |
|
|
2016
Q2 | $82K | Buy |
612
+27
| +5% | +$3.62K | 0.07% | 88 |
|
|
2016
Q1 | $77K | Sell |
585
-1,108
| -65% | -$146K | 0.07% | 84 |
|
|
2015
Q4 | $255K | Sell |
1,693
-89
| -5% | -$13.4K | 0.24% | 57 |
|
|
2015
Q3 | $265K | Sell |
1,782
-569
| -24% | -$84.6K | 0.28% | 56 |
|
|
2015
Q2 | $419K | Buy |
2,351
+182
| +8% | +$32.4K | 0.35% | 51 |
|
|
2015
Q1 | $397K | Buy |
2,169
+386
| +22% | +$70.7K | 0.33% | 51 |
|
|
2014
Q4 | $329K | Buy |
+1,783
| New | +$329K | 0.27% | 52 |
|