VSR Financial Services’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $98K | Buy |
730
+190
| +35% | +$25.5K | 0.02% | 469 |
|
|
2016
Q1 | $71K | Buy |
+540
| New | +$71K | 0.01% | 546 |
|
|
2014
Q4 | – | Sell |
-2,815
| Closed | -$665K | – | 602 |
|
|
2014
Q3 | $665K | Buy |
2,815
+115
| +4% | +$27.2K | 0.08% | 273 |
|
|
2014
Q2 | $705K | Buy |
2,700
+1,008
| +60% | +$263K | 0.09% | 267 |
|
|
2014
Q1 | $461K | Buy |
1,692
+1,064
| +169% | +$290K | 0.07% | 342 |
|
|
2013
Q4 | $174K | Sell |
628
-24
| -4% | -$6.65K | 0.03% | 530 |
|
|
2013
Q3 | $180K | Buy |
+652
| New | +$180K | 0.03% | 491 |
|