F/M Investments’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-87,481
| Closed | -$1.44M | – | 64 |
|
|
2022
Q3 | $1.44M | Buy |
+87,481
| New | +$1.44M | 2.33% | 19 |
|
|
2022
Q1 | – | Sell |
-85,531
| Closed | -$1.57M | – | 87 |
|
|
2021
Q4 | $1.57M | Buy |
+85,531
| New | +$1.57M | 1.15% | 29 |
|
|
2021
Q2 | – | Sell |
-68,136
| Closed | -$1.16M | – | 103 |
|
|
2021
Q1 | $1.16M | Buy |
+68,136
| New | +$1.16M | 0.91% | 33 |
|