Financial Architects (New Jersey)’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 |
-350
| Closed | -$24K | – | 1351 |
|
|
2018
Q2 | $24K | Buy |
350
+50
| +17% | +$3.43K | ﹤0.01% | 765 |
|
|
2018
Q1 | $24K | Buy |
300
+25
| +9% | +$2K | ﹤0.01% | 729 |
|
|
2017
Q4 | $29K | Hold |
275
| – | – | ﹤0.01% | 756 |
|
|
2017
Q3 | $33K | Hold |
275
| – | – | 0.01% | 730 |
|
|
2017
Q2 | $35K | Buy |
275
+25
| +10% | +$3.18K | 0.01% | 699 |
|
|
2017
Q1 | $38K | Hold |
250
| – | – | 0.01% | 664 |
|
|
2016
Q4 | $38K | Hold |
250
| – | – | 0.01% | 643 |
|
|
2016
Q3 | $38K | Buy |
250
+50
| +25% | +$7.6K | 0.01% | 652 |
|
|
2016
Q2 | $27K | Buy |
+200
| New | +$27K | 0.01% | 702 |
|