Geneos Wealth Management’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-135
| Closed | -$4K | – | 2433 |
|
|
2022
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 2268 |
|
|
2022
Q1 | $5K | Hold |
135
| – | – | ﹤0.01% | 2350 |
|
|
2021
Q4 | $5K | Hold |
135
| – | – | ﹤0.01% | 2412 |
|
|
2021
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 2460 |
|
|
2021
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 2456 |
|
|
2021
Q1 | $4K | Hold |
135
| – | – | ﹤0.01% | 2735 |
|
|
2020
Q4 | $4K | Hold |
135
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q3 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 2436 |
|