Foundations Investment Advisors’s PHX Minerals PHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,359
Closed -$39K 328
2021
Q2
$39K Hold
10,359
﹤0.01% 298
2021
Q1
$30K Buy
+10,359
New +$30K ﹤0.01% 222