Marquette Asset Management’s PHI, Inc. Non-Voting Common Stock PHIIK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-17,515
| Closed | -$178K | – | 105 |
|
|
2018
Q2 | $178K | Buy |
+17,515
| New | +$178K | 0.06% | 90 |
|
|
2017
Q4 | – | Sell |
-11,233
| Closed | -$132K | – | 83 |
|
|
2017
Q3 | $132K | Hold |
11,233
| – | – | 0.05% | 75 |
|
|
2017
Q2 | $110K | Buy |
+11,233
| New | +$110K | 0.05% | 79 |
|