Phoenix Investment Adviser’s Navios Maritime Holdings Inc. NM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,905
| Closed | -$179K | – | 47 |
|
|
2017
Q4 | $179K | Sell |
14,905
-9,965
| -40% | -$120K | 0.17% | 42 |
|
|
2017
Q3 | $415K | Sell |
24,870
-4,000
| -14% | -$66.7K | 0.32% | 35 |
|
|
2017
Q2 | $396K | Hold |
28,870
| – | – | 0.27% | 36 |
|
|
2017
Q1 | $540K | Buy |
28,870
+7,870
| +37% | +$147K | 0.41% | 34 |
|
|
2016
Q4 | $296K | Buy |
+21,000
| New | +$296K | 0.15% | 45 |
|