Ranch Capital Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-104
| Closed | -$4K | – | 444 |
|
|
2021
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 771 |
|
|
2021
Q1 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 784 |
|
|
2020
Q4 | – | Sell |
-104
| Closed | -$1K | – | 901 |
|
|
2020
Q3 | $1K | Buy |
104
+99
| +1,980% | +$952 | ﹤0.01% | 838 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 876 |
|