Principal Financial Group’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,046
| Closed | -$2.41M | – | 2192 |
|
|
2014
Q4 | $2.41M | Sell |
13,046
-5,450
| -29% | -$1.01M | ﹤0.01% | 1645 |
|
|
2014
Q3 | $4.37M | Sell |
18,496
-10,683
| -37% | -$2.52M | 0.01% | 1404 |
|
|
2014
Q2 | $7.62M | Buy |
29,179
+677
| +2% | +$177K | 0.01% | 1122 |
|
|
2014
Q1 | $7.76M | Sell |
28,502
-94
| -0.3% | -$25.6K | 0.01% | 1063 |
|
|
2013
Q4 | $7.92M | Buy |
28,596
+4,364
| +18% | +$1.21M | 0.01% | 1038 |
|
|
2013
Q3 | $6.68M | Buy |
24,232
+232
| +1% | +$64K | 0.01% | 1072 |
|
|
2013
Q2 | $6.52M | Buy |
+24,000
| New | +$6.52M | 0.01% | 1020 |
|