Legacy Wealth Management (Idaho)’s PhenixFIN PFX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PFX Stock Details PFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.1K	Hold
2025 Q1	$10.6K	Hold
2024 Q4	$9.8K	Hold
2024 Q3	$9.4K	Buy