Transamerica Financial Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-53
| Closed | -$8K | – | 619 |
|
|
2016
Q1 | $8K | Hold |
53
| – | – | ﹤0.01% | 577 |
|
|
2015
Q4 | $9K | Hold |
53
| – | – | ﹤0.01% | 615 |
|
|
2015
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 610 |
|
|
2015
Q2 | $10K | Hold |
53
| – | – | ﹤0.01% | 634 |
|
|
2015
Q1 | $10K | Buy |
+53
| New | +$10K | ﹤0.01% | 627 |
|