Phoenix Investment Adviser’s Urban One Class D UONEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $343K | Hold |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $1.01M | Hold |
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|
2016
Q4 | $888K | Hold |
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|
2016
Q3 | $928K | Sell |
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|
2016
Q2 | $1.15M | Buy |
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|
2016
Q1 | $516 | Hold |
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|
2015
Q4 | $584K | Buy |
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|
2015
Q3 | $442K | Hold |
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|
2015
Q2 | $657K | Hold |
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|
2015
Q1 | $639K | Hold |
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|
2014
Q4 | $346K | Hold |
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|
2014
Q3 | $659K | Sell |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $824K | Buy |
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