LA
Lucus Advisors’s PhenixFIN PFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-63,594
| Closed | -$332K | – | 250 |
|
|
2017
Q4 | $332K | Buy |
+63,594
| New | +$332K | 0.48% | 120 |
|
|
2017
Q2 | – | Sell |
-53,038
| Closed | -$408K | – | 237 |
|
|
2017
Q1 | $408K | Buy |
53,038
+31,704
| +149% | +$244K | 0.38% | 137 |
|
|
2016
Q4 | $160K | Buy |
+21,334
| New | +$160K | 0.38% | 19 |
|