Creative Planning’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-17
| Closed | -$1K | – | 4563 |
|
|
2016
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 4149 |
|
|
2015
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 4225 |
|
|
2015
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 4144 |
|
|
2015
Q2 | – | Sell |
-17
| Closed | -$1K | – | 3940 |
|
|
2015
Q1 | $1K | Sell |
17
-55
| -76% | -$3.24K | ﹤0.01% | 4016 |
|
|
2014
Q4 | $5K | Buy |
72
+5
| +7% | +$347 | ﹤0.01% | 3486 |
|
|
2014
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 3396 |
|
|
2014
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 3372 |
|
|
2014
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 3240 |
|
|
2013
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 2973 |
|
|
2013
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 2956 |
|
|
2013
Q2 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 2792 |
|