Berman Capital Advisors’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-192
| Closed | – | – | 1797 |
|
|
2020
Q3 | $0 | Hold |
192
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q2 | $0 | Sell |
192
-60
| -24% | – | ﹤0.01% | 1784 |
|
|
2020
Q1 | $0 | Buy |
252
+149
| +145% | – | ﹤0.01% | 1625 |
|
|
2019
Q4 | $1K | Hold |
103
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q3 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 1352 |
|