Krilogy Financial’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-67
| Closed | -$9K | – | 839 |
|
|
2017
Q2 | $9K | Buy |
67
+4
| +6% | +$537 | ﹤0.01% | 546 |
|
|
2017
Q1 | $9K | Hold |
63
| – | – | ﹤0.01% | 525 |
|
|
2016
Q4 | $9K | Buy |
63
+2
| +3% | +$286 | ﹤0.01% | 525 |
|
|
2016
Q3 | $9K | Buy |
61
+1
| +2% | +$148 | ﹤0.01% | 538 |
|
|
2016
Q2 | $8K | Buy |
60
+3
| +5% | +$400 | ﹤0.01% | 561 |
|
|
2016
Q1 | $8K | Buy |
57
+2
| +4% | +$281 | ﹤0.01% | 488 |
|
|
2015
Q4 | $8K | Buy |
55
+2
| +4% | +$291 | 0.01% | 276 |
|
|
2015
Q3 | $8K | Buy |
+53
| New | +$8K | ﹤0.01% | 419 |
|