LPL Financial’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $122K | Sell |
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|
2019
Q3 | $340K | Sell |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $457K | Sell |
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|
2018
Q4 | $475K | Sell |
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|
2018
Q3 | $689K | Buy |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $317K | Sell |
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|
2017
Q3 | $384K | Sell |
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|
2017
Q2 | $476K | Sell |
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|
2017
Q1 | $588K | Sell |
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|
2016
Q4 | $601K | Buy |
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|
2016
Q3 | $565K | Buy |
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|
2016
Q2 | $481K | Sell |
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|
2016
Q1 | $902K | Sell |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $894K | Sell |
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|
2015
Q2 | $1.53M | Buy |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $1.32M | Buy |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $572K | Buy |
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|
2013
Q4 | $324K | Buy |
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|
2013
Q3 | $238K | Buy |
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|
2013
Q2 | $216K | Buy |
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