First Foundation Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-750
| Closed | -$57K | – | 400 |
|
|
2018
Q3 | $57K | Hold |
750
| – | – | ﹤0.01% | 352 |
|
|
2018
Q2 | $52K | Buy |
750
+250
| +50% | +$17.3K | ﹤0.01% | 326 |
|
|
2018
Q1 | $40K | Hold |
500
| – | – | ﹤0.01% | 315 |
|
|
2017
Q4 | $52K | Hold |
500
| – | – | ﹤0.01% | 322 |
|
|
2017
Q3 | $60K | Hold |
500
| – | – | ﹤0.01% | 302 |
|
|
2017
Q2 | $64K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2017
Q1 | $77K | Hold |
500
| – | – | ﹤0.01% | 306 |
|
|
2016
Q4 | $75K | Buy |
+500
| New | +$75K | ﹤0.01% | 304 |
|