Mariner Independent Advisor Network’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,510
| Closed | -$528K | – | 121 |
|
|
2015
Q4 | $528K | Buy |
3,510
+2,362
| +206% | +$355K | 0.35% | 61 |
|
|
2015
Q3 | $171K | Sell |
1,148
-300
| -21% | -$44.7K | 0.07% | 127 |
|
|
2015
Q2 | $258K | Buy |
+1,448
| New | +$258K | 0.13% | 94 |
|
|
2015
Q1 | – | Sell |
-1,385
| Closed | -$256K | – | 141 |
|
|
2014
Q4 | $256K | Buy |
1,385
+262
| +23% | +$48.4K | 0.12% | 136 |
|
|
2014
Q3 | $265K | Buy |
1,123
+431
| +62% | +$102K | 0.14% | 103 |
|
|
2014
Q2 | $181K | Buy |
+692
| New | +$181K | 0.09% | 135 |
|