Steward Partners Investment Advisory’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1
| Closed | – | – | 2820 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2727 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2644 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2703 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2728 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2671 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 1746 |
|
|
2018
Q3 | $0 | Sell |
1
-8
| -89% | – | ﹤0.01% | 2670 |
|
|
2018
Q2 | $1K | Buy |
9
+8
| +800% | +$889 | ﹤0.01% | 2371 |
|
|
2018
Q1 | $0 | Sell |
1
-500
| -100% | – | ﹤0.01% | 2294 |
|
|
2017
Q4 | $52K | Buy |
501
+500
| +50,000% | +$51.9K | ﹤0.01% | 814 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1736 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1678 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1549 |
|
|
2016
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 884 |
|