WFG Advisors’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20
| Closed | -$1K | – | 2339 |
|
|
2014
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2057 |
|
|
2014
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1950 |
|
|
2014
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1948 |
|
|
2013
Q4 | $1K | Sell |
20
-3,725
| -99% | -$186K | ﹤0.01% | 2198 |
|
|
2013
Q3 | $145K | Buy |
3,745
+20
| +0.5% | +$774 | 0.02% | 583 |
|
|
2013
Q2 | $160K | Buy |
+3,725
| New | +$160K | 0.03% | 521 |
|