Simon Quick Advisors’s PHI, Inc. Non-Voting Common Stock PHIIK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,165
| Closed | -$2K | – | 466 |
|
|
2018
Q4 | $2K | Hold |
1,165
| – | – | ﹤0.01% | 311 |
|
|
2018
Q3 | $11K | Sell |
1,165
-622
| -35% | -$5.87K | ﹤0.01% | 239 |
|
|
2018
Q2 | $18K | Sell |
1,787
-1,787
| -50% | -$18K | 0.01% | 243 |
|
|
2018
Q1 | $37K | Buy |
3,574
+1,787
| +100% | +$18.5K | 0.02% | 186 |
|
|
2017
Q4 | $21K | Hold |
1,787
| – | – | 0.01% | 293 |
|
|
2017
Q3 | $21K | Buy |
+1,787
| New | +$21K | 0.01% | 363 |
|