Geneos Wealth Management’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,913
| Closed | -$36K | – | 2923 |
|
|
2021
Q4 | $36K | Hold |
16,913
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q3 | $53K | Hold |
16,913
| – | – | ﹤0.01% | 1468 |
|
|
2021
Q2 | $71K | Hold |
16,913
| – | – | ﹤0.01% | 1321 |
|
|
2021
Q1 | $48K | Hold |
16,913
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q4 | $52K | Buy |
+16,913
| New | +$52K | ﹤0.01% | 1444 |
|