Mraz Amerine & Associates’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,070
| Closed | -$50K | – | 170 |
|
|
2019
Q2 | $50K | Sell |
1,070
-671
| -39% | -$31.4K | 0.01% | 163 |
|
|
2019
Q1 | $108K | Sell |
1,741
-29
| -2% | -$1.8K | 0.03% | 154 |
|
|
2018
Q4 | $94K | Hold |
1,770
| – | – | 0.03% | 146 |
|
|
2018
Q3 | $135K | Hold |
1,770
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $123K | Buy |
1,770
+795
| +82% | +$55.2K | 0.04% | 157 |
|
|
2018
Q1 | $78K | Buy |
+975
| New | +$78K | 0.02% | 151 |
|