WealthPlan Investment Management’s PhenixFIN PFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-25	Closed	-$950	–	295
2023 Q2	$950	Hold	25	–	–	﹤0.01%	335
2023 Q1	$900	Buy	+25	New	+$900	﹤0.01%	412