Kennedy Capital Management’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,574
| Closed | -$1.32M | – | 778 |
|
|
2014
Q3 | $1.32M | Sell |
5,574
-3,437
| -38% | -$811K | 0.03% | 626 |
|
|
2014
Q2 | $2.35M | Buy |
9,011
+21
| +0.2% | +$5.49K | 0.04% | 523 |
|
|
2014
Q1 | $2.45M | Sell |
8,990
-15,721
| -64% | -$4.28M | 0.05% | 503 |
|
|
2013
Q4 | $6.85M | Buy |
24,711
+522
| +2% | +$145K | 0.13% | 305 |
|
|
2013
Q3 | $6.67M | Buy |
24,189
+2,468
| +11% | +$681K | 0.13% | 291 |
|
|
2013
Q2 | $5.9M | Buy |
+21,721
| New | +$5.9M | 0.12% | 321 |
|