Creative Planning’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,500
| Closed | -$58K | – | 3112 |
|
|
2017
Q2 | $58K | Sell |
2,500
-347
| -12% | -$8.05K | ﹤0.01% | 2390 |
|
|
2017
Q1 | $55K | Buy |
2,847
+347
| +14% | +$6.7K | ﹤0.01% | 2392 |
|
|
2016
Q4 | $59K | Buy |
+2,500
| New | +$59K | ﹤0.01% | 2247 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$8K | – | 2361 |
|
|
2015
Q1 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 3267 |
|