Cambridge Investment Research Advisors’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,756
| Closed | -$38K | – | 3505 |
|
|
2024
Q2 | $38K | Buy |
11,756
+586
| +5% | +$1.89K | ﹤0.01% | 3238 |
|
|
2024
Q1 | $38K | Sell |
11,170
-791
| -7% | -$2.69K | ﹤0.01% | 3235 |
|
|
2023
Q4 | $39K | Sell |
11,961
-2,912
| -20% | -$9.5K | ﹤0.01% | 3113 |
|
|
2023
Q3 | $54K | Buy |
14,873
+820
| +6% | +$2.98K | ﹤0.01% | 3031 |
|
|
2023
Q2 | $44K | Sell |
14,053
-1,183
| -8% | -$3.7K | ﹤0.01% | 3088 |
|
|
2023
Q1 | $40K | Hold |
15,236
| – | – | ﹤0.01% | 3061 |
|
|
2022
Q4 | $59K | Hold |
15,236
| – | – | ﹤0.01% | 2962 |
|
|
2022
Q3 | $49K | Buy |
15,236
+1,183
| +8% | +$3.81K | ﹤0.01% | 2938 |
|
|
2022
Q2 | $43K | Buy |
14,053
+3,196
| +29% | +$9.78K | ﹤0.01% | 2951 |
|
|
2022
Q1 | $33K | Buy |
+10,857
| New | +$33K | ﹤0.01% | 3103 |
|
|
2021
Q4 | – | Sell |
-15,467
| Closed | -$47K | – | 3251 |
|
|
2021
Q3 | $47K | Buy |
15,467
+2,470
| +19% | +$7.51K | ﹤0.01% | 3028 |
|
|
2021
Q2 | $48K | Buy |
12,997
+787
| +6% | +$2.91K | ﹤0.01% | 3033 |
|
|
2021
Q1 | $35K | Buy |
+12,210
| New | +$35K | ﹤0.01% | 2823 |
|
|
2015
Q3 | – | Sell |
-12,093
| Closed | -$250K | – | 1566 |
|
|
2015
Q2 | $250K | Sell |
12,093
-305
| -2% | -$6.31K | 0.01% | 1147 |
|
|
2015
Q1 | $245K | Sell |
12,398
-500
| -4% | -$9.88K | 0.01% | 1143 |
|
|
2014
Q4 | $300K | Buy |
+12,898
| New | +$300K | 0.01% | 1024 |
|