UBS Group’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.4K | Sell |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $26.2K | Buy |
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|
2024
Q3 | $10.4K | Sell |
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|
2024
Q2 | $98.8K | Sell |
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|
2024
Q1 | $93.3K | Buy |
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|
2023
Q4 | $77.1K | Buy |
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|
2023
Q3 | $4.93K | Hold |
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|
2023
Q2 | $4.94K | Sell |
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|
2023
Q1 | $21.1K | Sell |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $47K | Sell |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $990K | Sell |
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|
2019
Q2 | $981K | Buy |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $1.14M | Sell |
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|
2018
Q3 | $1.77M | Sell |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.89M | Sell |
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|
2017
Q4 | $3.73M | Sell |
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|
2017
Q3 | $5.02M | Sell |
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|
2017
Q2 | $5.38M | Sell |
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|
2017
Q1 | $7.24M | Buy |
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|
2016
Q4 | $5.52M | Buy |
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|
2016
Q3 | $5.16M | Buy |
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|
2016
Q2 | $4.03M | Sell |
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|
2016
Q1 | $4.93M | Sell |
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|
2015
Q4 | $7.96M | Sell |
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|
2015
Q3 | $8.62M | Sell |
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|
2015
Q2 | $12.8M | Sell |
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|
2015
Q1 | $14.6M | Sell |
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|
2014
Q4 | $15.5M | Buy |
|