Commonwealth Equity Services’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-699
| Closed | -$49K | – | 2848 |
|
|
2018
Q2 | $49K | Sell |
699
-339
| -33% | -$23.8K | ﹤0.01% | 2658 |
|
|
2018
Q1 | $82K | Sell |
1,038
-173
| -14% | -$13.7K | ﹤0.01% | 2558 |
|
|
2017
Q4 | $126K | Sell |
1,211
-140
| -10% | -$14.6K | ﹤0.01% | 2487 |
|
|
2017
Q3 | $161K | Buy |
1,351
+9
| +0.7% | +$1.07K | ﹤0.01% | 2347 |
|
|
2017
Q2 | $171K | Buy |
1,342
+64
| +5% | +$8.16K | ﹤0.01% | 2284 |
|
|
2017
Q1 | $197K | Buy |
1,278
+218
| +21% | +$33.6K | ﹤0.01% | 2158 |
|
|
2016
Q4 | $159K | Buy |
+1,060
| New | +$159K | ﹤0.01% | 2120 |
|