Global Retirement Partners’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-307
| Closed | -$5K | – | 1677 |
|
|
2019
Q1 | $5K | Hold |
307
| – | – | ﹤0.01% | 1246 |
|
|
2018
Q4 | $5K | Hold |
307
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q3 | $6K | Hold |
307
| – | – | ﹤0.01% | 1191 |
|
|
2018
Q2 | $6K | Hold |
307
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q1 | $6K | Hold |
307
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q4 | $6K | Buy |
307
+1
| +0.3% | +$20 | ﹤0.01% | 1075 |
|
|
2017
Q3 | $7K | Hold |
306
| – | – | ﹤0.01% | 938 |
|
|
2017
Q2 | $7K | Buy |
306
+1
| +0.3% | +$23 | ﹤0.01% | 870 |
|
|
2017
Q1 | $6K | Hold |
305
| – | – | ﹤0.01% | 880 |
|
|
2016
Q4 | $7K | Buy |
+305
| New | +$7K | ﹤0.01% | 785 |
|