HighTower Advisors’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-124,815
| Closed | -$402K | – | 3473 |
|
|
2023
Q4 | $402K | Sell |
124,815
-262
| -0.2% | -$844 | ﹤0.01% | 2463 |
|
|
2023
Q3 | $454K | Buy |
125,077
+303
| +0.2% | +$1.1K | ﹤0.01% | 2289 |
|
|
2023
Q2 | $389K | Buy |
124,774
+2,016
| +2% | +$6.29K | ﹤0.01% | 2361 |
|
|
2023
Q1 | $321K | Buy |
122,758
+21,753
| +22% | +$56.9K | ﹤0.01% | 2404 |
|
|
2022
Q4 | $393K | Buy |
+101,005
| New | +$393K | ﹤0.01% | 2273 |
|