Advisor Group’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $121K | Buy |
10,800
+6,400
| +145% | +$71.7K | ﹤0.01% | 2794 |
|
|
2019
Q3 | $62K | Hold |
4,400
| – | – | ﹤0.01% | 3228 |
|
|
2019
Q2 | $57K | Buy |
4,400
+1,930
| +78% | +$25K | ﹤0.01% | 3268 |
|
|
2019
Q1 | $39K | Hold |
2,470
| – | – | ﹤0.01% | 3551 |
|
|
2018
Q4 | $38K | Hold |
2,470
| – | – | ﹤0.01% | 3382 |
|
|
2018
Q3 | $45K | Buy |
2,470
+70
| +3% | +$1.28K | ﹤0.01% | 3375 |
|
|
2018
Q2 | $46K | Sell |
2,400
-100
| -4% | -$1.92K | ﹤0.01% | 3156 |
|
|
2018
Q1 | $48K | Hold |
2,500
| – | – | ﹤0.01% | 3090 |
|
|
2017
Q4 | $51K | Hold |
2,500
| – | – | ﹤0.01% | 3063 |
|
|
2017
Q3 | $59K | Hold |
2,500
| – | – | ﹤0.01% | 2823 |
|
|
2017
Q2 | $57K | Hold |
2,500
| – | – | ﹤0.01% | 2746 |
|
|
2017
Q1 | $48K | Sell |
2,500
-300
| -11% | -$5.76K | ﹤0.01% | 2742 |
|
|
2016
Q4 | $66K | Hold |
2,800
| – | – | ﹤0.01% | 2387 |
|
|
2016
Q3 | $49K | Sell |
2,800
-100
| -3% | -$1.75K | ﹤0.01% | 2560 |
|
|
2016
Q2 | $48K | Buy |
+2,900
| New | +$48K | ﹤0.01% | 2441 |
|