Ameriprise’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-380
| Closed | -$11K | – | 4217 |
|
2014
Q3 | $11K | Hold |
380
| – | – | ﹤0.01% | 4761 |
|
2014
Q2 | $11K | Buy |
380
+10
| +3% | +$289 | ﹤0.01% | 4599 |
|
2014
Q1 | $8K | Buy |
370
+20
| +6% | +$432 | ﹤0.01% | 4618 |
|
2013
Q4 | $6K | Sell |
350
-870
| -71% | -$14.9K | ﹤0.01% | 4558 |
|
2013
Q3 | $17K | Sell |
1,220
-700
| -36% | -$9.75K | ﹤0.01% | 4530 |
|
2013
Q2 | $27K | Buy |
+1,920
| New | +$27K | ﹤0.01% | 4091 |
|