Atria Wealth Solutions’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$32.2K | – | 2019 |
|
|
2023
Q4 | $32.2K | Hold |
10,000
| – | – | ﹤0.01% | 1887 |
|
|
2023
Q3 | $36.4K | Hold |
10,000
| – | – | ﹤0.01% | 1818 |
|
|
2023
Q2 | $31.2K | Hold |
10,000
| – | – | ﹤0.01% | 1825 |
|
|
2023
Q1 | $26.2K | Sell |
10,000
-5,000
| -33% | -$13.1K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $58.4K | Hold |
15,000
| – | – | ﹤0.01% | 1726 |
|
|
2022
Q3 | $48.6K | Hold |
15,000
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q2 | $46K | Hold |
15,000
| – | – | ﹤0.01% | 1553 |
|
|
2022
Q1 | $46K | Buy |
+15,000
| New | +$46K | ﹤0.01% | 1706 |
|