WealthPLAN Partners’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-593
| Closed | -$7K | – | 312 |
|
|
2020
Q1 | $7K | Sell |
593
-30
| -5% | -$354 | ﹤0.01% | 253 |
|
|
2019
Q4 | $27K | Sell |
623
-99
| -14% | -$4.29K | ﹤0.01% | 244 |
|
|
2019
Q3 | $29K | Buy |
722
+5
| +0.7% | +$201 | ﹤0.01% | 230 |
|
|
2019
Q2 | $38K | Hold |
717
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $44K | Hold |
717
| – | – | 0.01% | 254 |
|
|
2018
Q4 | $44K | Sell |
717
-354
| -33% | -$21.7K | 0.01% | 251 |
|
|
2018
Q3 | $76K | Sell |
1,071
-39
| -4% | -$2.77K | 0.01% | 247 |
|
|
2018
Q2 | $77K | Buy |
1,110
+369
| +50% | +$25.6K | 0.02% | 257 |
|
|
2018
Q1 | $59K | Buy |
+741
| New | +$59K | 0.01% | 261 |
|