NWAM LLC’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $8.8K | Hold |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $41K | Sell |
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|
2019
Q2 | $44K | Sell |
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|
2019
Q1 | $61K | Hold |
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|
2018
Q4 | $52K | Hold |
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|
2018
Q3 | $75K | Hold |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $78K | Sell |
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|
2017
Q4 | $112K | Sell |
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|
2017
Q3 | $150K | Hold |
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|
2017
Q2 | $160K | Sell |
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|
2017
Q1 | $251K | Sell |
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|
2016
Q4 | $246K | Hold |
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|
2016
Q3 | $250K | Buy |
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|
2016
Q2 | $199K | Sell |
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|
2016
Q1 | $230K | Sell |
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|
2015
Q4 | $270K | Sell |
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|
2015
Q3 | $372K | Buy |
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|
2015
Q2 | $431K | Sell |
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|
2015
Q1 | $448K | Sell |
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|
2014
Q4 | $558K | Sell |
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|
2014
Q3 | $921K | Hold |
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|
2014
Q2 | $1.02M | Buy |
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|
2014
Q1 | $621K | Buy |
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|
2013
Q4 | $499K | Buy |
|