Raymond James Financial Services Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $56K | Buy |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $87K | Sell |
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|
2016
Q3 | $89K | Sell |
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|
2016
Q2 | $101K | Sell |
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|
2016
Q1 | $126K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $350K | Buy |
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