Retirement Group’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $50.9K | Sell |
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|
2023
Q4 | $50.9K | Sell |
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|
2023
Q3 | $47K | Sell |
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|
2023
Q2 | $53.5K | Hold |
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|
2023
Q1 | $51K | Sell |
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|
2022
Q4 | $53K | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $164K | Sell |
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|
2021
Q3 | $173K | Buy |
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|
2021
Q2 | $164K | Sell |
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|
2021
Q1 | $134K | Sell |
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|
2020
Q4 | $127K | Sell |
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|
2020
Q3 | $82K | Sell |
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|
2020
Q2 | $72K | Buy |
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|
2019
Q4 | $202K | Buy |
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