Compagnie Lombard Odier SCmA’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $123K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $95.2K | Hold |
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|
2023
Q2 | $94.9K | Hold |
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|
2023
Q1 | $92.7K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $45K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $130K | Hold |
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|
2019
Q2 | $117K | Buy |
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