Rockefeller Capital Management’s PhenixFIN PFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-150
Closed -$4K 3357
2022
Q4
$4K Hold
150
﹤0.01% 3393
2022
Q3
$5K Hold
150
﹤0.01% 3350
2022
Q2
$5K Hold
150
﹤0.01% 3468
2022
Q1
$6K Buy
+150
New +$6K ﹤0.01% 3287