Gary Goldberg Planning Services’s PhenixFIN PFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$9K Hold
50
﹤0.01% 364
2014
Q3
$12K Hold
50
0.01% 362
2014
Q2
$13K Hold
50
0.01% 331
2014
Q1
$14K Buy
+50
New +$14K 0.01% 302