Linscomb Wealth’s PhenixFIN PFX Stock Holding History

Linscomb Wealth’s Portfolio PFX Stock Details PFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$329K	Hold
2021 Q3	$337K	Hold
2021 Q2	$321K	Hold
2021 Q1	$259K	Buy
2020 Q3	–	Sell
2020 Q2	$120K	Buy
2020 Q1	$76K	Buy
2019 Q4	$32K	Buy