Horizon Investments’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 |
-771
| Closed | -$61K | – | 266 |
|
|
2018
Q1 | $61K | Buy |
771
+8
| +1% | +$633 | ﹤0.01% | 184 |
|
|
2017
Q4 | $80K | Sell |
763
-54
| -7% | -$5.66K | 0.01% | 184 |
|
|
2017
Q3 | $98K | Sell |
817
-50
| -6% | -$6K | 0.01% | 152 |
|
|
2017
Q2 | $111K | Sell |
867
-25
| -3% | -$3.2K | 0.01% | 150 |
|
|
2017
Q1 | $137K | Buy |
+892
| New | +$137K | 0.01% | 145 |
|