WCBA
Weaver C. Barksdale & Associates’s PhenixFIN PFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-275
| Closed | -$2K | – | 526 |
|
|
2017
Q1 | $2K | Hold |
275
| – | – | ﹤0.01% | 480 |
|
|
2016
Q4 | $2K | Hold |
275
| – | – | ﹤0.01% | 482 |
|
|
2016
Q3 | $2K | Hold |
275
| – | – | ﹤0.01% | 478 |
|
|
2016
Q2 | $2K | Hold |
275
| – | – | ﹤0.01% | 469 |
|
|
2016
Q1 | $2K | Hold |
275
| – | – | ﹤0.01% | 487 |
|
|
2015
Q4 | $2K | Hold |
275
| – | – | ﹤0.01% | 482 |
|
|
2015
Q3 | $2K | Hold |
275
| – | – | ﹤0.01% | 484 |
|
|
2015
Q2 | $2K | Hold |
275
| – | – | ﹤0.01% | 493 |
|
|
2015
Q1 | $3K | Hold |
275
| – | – | ﹤0.01% | 462 |
|
|
2014
Q4 | $3K | Buy |
+275
| New | +$3K | ﹤0.01% | 456 |
|