Heritage Trust’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-600
| Closed | -$12K | – | 408 |
|
|
2018
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 283 |
|
|
2017
Q4 | $12K | Sell |
600
-613
| -51% | -$12.3K | ﹤0.01% | 273 |
|
|
2017
Q3 | $29K | Buy |
1,213
+613
| +102% | +$14.7K | 0.01% | 226 |
|
|
2017
Q2 | $14K | Hold |
600
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 255 |
|