Linscomb Wealth’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,860
| Closed | -$329K | – | 352 |
|
|
2021
Q4 | $329K | Hold |
7,860
| – | – | 0.02% | 255 |
|
|
2021
Q3 | $337K | Hold |
7,860
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $321K | Hold |
7,860
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $259K | Buy |
+7,860
| New | +$259K | 0.01% | 283 |
|
|
2020
Q3 | – | Sell |
-7,860
| Closed | -$120K | – | 303 |
|
|
2020
Q2 | $120K | Buy |
7,860
+1,285
| +20% | +$19.6K | 0.01% | 285 |
|
|
2020
Q1 | $76K | Buy |
6,575
+5,850
| +807% | +$67.6K | 0.01% | 383 |
|
|
2019
Q4 | $32K | Buy |
+725
| New | +$32K | ﹤0.01% | 414 |
|