PHX
Cerity Partners’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,582
| Closed | -$97.1K | – | 2722 |
|
|
2025
Q1 | $97.1K | Buy |
24,582
+3
| +0% | +$12 | ﹤0.01% | 2320 |
|
|
2024
Q4 | $92.8K | Sell |
24,579
-8,943
| -27% | -$33.8K | ﹤0.01% | 2339 |
|
|
2024
Q3 | $113K | Buy |
33,522
+8,949
| +36% | +$30.2K | ﹤0.01% | 2415 |
|
|
2024
Q2 | $80.1K | Sell |
24,573
-8,942
| -27% | -$29.2K | ﹤0.01% | 2134 |
|
|
2024
Q1 | $114K | Buy |
33,515
+8,946
| +36% | +$30.5K | ﹤0.01% | 2192 |
|
|
2023
Q4 | $79.1K | Buy |
+24,569
| New | +$79.1K | ﹤0.01% | 1791 |
|
|
2023
Q3 | – | Sell |
-24,565
| Closed | -$76.6K | – | 1633 |
|
|
2023
Q2 | $76.6K | Sell |
24,565
-15,128
| -38% | -$47.2K | ﹤0.01% | 1557 |
|
|
2023
Q1 | $104K | Buy |
+39,693
| New | +$104K | ﹤0.01% | 1769 |
|