PHX
Charles Schwab’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,580
| Closed | -$73.4K | – | 3553 |
|
|
2025
Q1 | $73.4K | Hold |
18,580
| – | – | ﹤0.01% | 3374 |
|
|
2024
Q4 | $74.3K | Hold |
18,580
| – | – | ﹤0.01% | 3418 |
|
|
2024
Q3 | $62.8K | Hold |
18,580
| – | – | ﹤0.01% | 3399 |
|
|
2024
Q2 | $60.6K | Hold |
18,580
| – | – | ﹤0.01% | 3494 |
|
|
2024
Q1 | $63.4K | Hold |
18,580
| – | – | ﹤0.01% | 3344 |
|
|
2023
Q4 | $59.8K | Hold |
18,580
| – | – | ﹤0.01% | 3387 |
|
|
2023
Q3 | $67.6K | Hold |
18,580
| – | – | ﹤0.01% | 3381 |
|
|
2023
Q2 | $58K | Buy |
+18,580
| New | +$58K | ﹤0.01% | 3399 |
|
|
2022
Q4 | – | Sell |
-18,808
| Closed | -$61K | – | 3559 |
|
|
2022
Q3 | $61K | Hold |
18,808
| – | – | ﹤0.01% | 3287 |
|
|
2022
Q2 | $58K | Buy |
+18,808
| New | +$58K | ﹤0.01% | 3374 |
|
|
2021
Q3 | – | Sell |
-15,433
| Closed | -$58K | – | 3537 |
|
|
2021
Q2 | $58K | Buy |
+15,433
| New | +$58K | ﹤0.01% | 3347 |
|
|
2020
Q2 | – | Sell |
-38,754
| Closed | -$144K | – | 3345 |
|
|
2020
Q1 | $144K | Hold |
38,754
| – | – | ﹤0.01% | 3066 |
|
|
2019
Q4 | $435K | Hold |
38,754
| – | – | ﹤0.01% | 2875 |
|
|
2019
Q3 | $542K | Hold |
38,754
| – | – | ﹤0.01% | 2764 |
|
|
2019
Q2 | $506K | Buy |
38,754
+1,824
| +5% | +$23.8K | ﹤0.01% | 2805 |
|
|
2019
Q1 | $580K | Hold |
36,930
| – | – | ﹤0.01% | 2709 |
|
|
2018
Q4 | $573K | Hold |
36,930
| – | – | ﹤0.01% | 2712 |
|
|
2018
Q3 | $682K | Buy |
36,930
+2,330
| +7% | +$43K | ﹤0.01% | 2737 |
|
|
2018
Q2 | $661K | Hold |
34,600
| – | – | ﹤0.01% | 2701 |
|
|
2018
Q1 | $668K | Hold |
34,600
| – | – | ﹤0.01% | 2650 |
|
|
2017
Q4 | $712K | Buy |
34,600
+4,200
| +14% | +$86.4K | ﹤0.01% | 2626 |
|
|
2017
Q3 | $724K | Hold |
30,400
| – | – | ﹤0.01% | 2608 |
|
|
2017
Q2 | $703K | Hold |
30,400
| – | – | ﹤0.01% | 2580 |
|
|
2017
Q1 | $584K | Hold |
30,400
| – | – | ﹤0.01% | 2592 |
|
|
2016
Q4 | $716K | Hold |
30,400
| – | – | ﹤0.01% | 2537 |
|
|
2016
Q3 | $533K | Hold |
30,400
| – | – | ﹤0.01% | 2590 |
|
|
2016
Q2 | $507K | Hold |
30,400
| – | – | ﹤0.01% | 2583 |
|
|
2016
Q1 | $527K | Hold |
30,400
| – | – | ﹤0.01% | 2557 |
|
|
2015
Q4 | $492K | Hold |
30,400
| – | – | ﹤0.01% | 2646 |
|
|
2015
Q3 | $492K | Hold |
30,400
| – | – | ﹤0.01% | 2630 |
|
|
2015
Q2 | $629K | Buy |
30,400
+6,900
| +29% | +$143K | ﹤0.01% | 2591 |
|
|
2015
Q1 | $466K | Hold |
23,500
| – | – | ﹤0.01% | 2650 |
|
|
2014
Q4 | $548K | Buy |
23,500
+8,700
| +59% | +$203K | ﹤0.01% | 2583 |
|
|
2014
Q3 | $884K | Buy |
14,800
+2,300
| +18% | +$137K | ﹤0.01% | 2357 |
|
|
2014
Q2 | $701K | Hold |
12,500
| – | – | ﹤0.01% | 2497 |
|
|
2014
Q1 | $546K | Hold |
12,500
| – | – | ﹤0.01% | 2556 |
|
|
2013
Q4 | $418K | Hold |
12,500
| – | – | ﹤0.01% | 2649 |
|
|
2013
Q3 | $350K | Sell |
12,500
-4,824
| -28% | -$135K | ﹤0.01% | 2691 |
|
|
2013
Q2 | $522K | Buy |
+17,324
| New | +$522K | ﹤0.01% | 2511 |
|