West Family Investments’s PhenixFIN PFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $524K | Hold |
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|
2020
Q1 | $140K | Hold |
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|
2019
Q4 | $524K | Hold |
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|
2019
Q3 | $622K | Hold |
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|
2019
Q2 | $562K | Hold |
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|
2019
Q1 | $747K | Hold |
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|
2018
Q4 | $639K | Hold |
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|
2018
Q3 | $918K | Sell |
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|
2018
Q2 | $1.27M | Hold |
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|
2018
Q1 | $1.46M | Hold |
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|
2017
Q4 | $1.92M | Hold |
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|
2017
Q3 | $2.19K | Hold |
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|
2017
Q2 | $2.39M | Hold |
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|
2017
Q1 | $2.82M | Hold |
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|
2016
Q4 | $2.76M | Sell |
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|
2016
Q3 | $3.25M | Sell |
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|
2016
Q2 | $2.98M | Hold |
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|
2016
Q1 | $2.94M | Buy |
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|
2015
Q4 | $2.43M | Buy |
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|
2015
Q3 | $1.83M | Buy |
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|
2015
Q2 | $1.1M | Hold |
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|
2015
Q1 | $1.13M | Hold |
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|
2014
Q4 | $1.14M | Buy |
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|
2014
Q3 | $1.24M | Sell |
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|
2014
Q2 | $1.43M | Sell |
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|
2014
Q1 | $2.17M | Hold |
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|
2013
Q4 | $2.21M | Hold |
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|
2013
Q3 | $2.2M | Hold |
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|
2013
Q2 | $2.17M | Buy |
|