Wasatch Advisors’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,593
| Closed | -$190K | – | 316 |
|
|
2017
Q3 | $190K | Sell |
1,593
-458
| -22% | -$54.6K | ﹤0.01% | 321 |
|
|
2017
Q2 | $262K | Buy |
+2,051
| New | +$262K | ﹤0.01% | 332 |
|
|
2017
Q1 | – | Sell |
-3,025
| Closed | -$454K | – | 364 |
|
|
2016
Q4 | $454K | Buy |
3,025
+100
| +3% | +$15K | 0.01% | 338 |
|
|
2016
Q3 | $446K | Buy |
+2,925
| New | +$446K | 0.01% | 337 |
|