Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s PhenixFIN PFX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,939
Closed -$438K – 3737
2024
Q1 		$438K Sell
9,939
-121,519
-92% -$5.4M ﹤0.01% 1290
2023
Q4 		$5.55M Sell
131,458
-22,100
-14% -$839K 0.01% 513
2023
Q3 		$5.82M Sell
153,558
-8,000
-5% -$301K 0.01% 478
2023
Q2 		$6.14M Sell
161,558
-11,117
-6% -$401K 0.01% 468
2023
Q1 		$6.22M Hold
172,675
– – 0.01% 438
2022
Q4 		$5.36M Hold
172,675
– – 0.01% 457
2022
Q3 		$6.02M Hold
172,675
– – 0.01% 380
2022
Q2 		$6.3M Hold
172,675
– – 0.01% 370
2022
Q1 		$7.06M Hold
172,675
– – 0.01% 367
2021
Q4 		$7.22M Buy
+172,675
New +$7.29M 0.01% 349
2018
Q1 		– Sell
-100
Closed -$10K – 2377
2017
Q4 		$10K Buy
+100
New +$11.4K ﹤0.01% 1762
2016
Q1 		– Sell
-40
Closed -$6K – 2245
2015
Q4 		$6K Buy
+40
New +$6.1K ﹤0.01% 1280
2015
Q2 		– Sell
-29
Closed -$5K – 1574
2015
Q1 		$5K Buy
+29
New +$5.39K ﹤0.01% 1193

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