Founders Financial Securities’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-750
| Closed | -$60K | – | 103 |
|
|
2018
Q1 | $60K | Buy |
750
+9
| +1% | +$720 | 0.02% | 100 |
|
|
2017
Q4 | $77K | Sell |
741
-54
| -7% | -$5.61K | 0.03% | 93 |
|
|
2017
Q3 | $95K | Sell |
795
-54
| -6% | -$6.45K | 0.03% | 89 |
|
|
2017
Q2 | $109K | Sell |
849
-26
| -3% | -$3.34K | 0.04% | 96 |
|
|
2017
Q1 | $135K | Buy |
+875
| New | +$135K | 0.05% | 86 |
|