Rational Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,691
| Closed | -$511K | – | 561 |
|
|
2018
Q3 | $511K | Sell |
6,691
-11,441
| -63% | -$874K | 0.12% | 152 |
|
|
2018
Q2 | $1.26M | Sell |
18,132
-5,268
| -23% | -$366K | 0.59% | 63 |
|
|
2018
Q1 | $1.86M | Hold |
23,400
| – | – | 0.88% | 23 |
|
|
2017
Q4 | $2.44M | Buy |
+23,400
| New | +$2.44M | 1.27% | 5 |
|