MSI Financial Services’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $101K | Buy |
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|
2016
Q3 | $95K | Buy |
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|
2016
Q2 | $69K | Hold |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $77K | Sell |
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|
2015
Q3 | $142K | Buy |
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|
2015
Q2 | $156K | Buy |
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|
2015
Q1 | $140K | Buy |
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|
2014
Q4 | $88K | Sell |
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|
2014
Q3 | $162K | Sell |
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|
2014
Q2 | $180K | Buy |
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|
2014
Q1 | $163K | Buy |
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|
2013
Q4 | $154K | Buy |
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|
2013
Q3 | $137K | Buy |
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|
2013
Q2 | $131K | Buy |
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