Ironwood Investment Counsel’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-15,000
| Closed | -$288K | – | 160 |
|
2017
Q2 | $288K | Hold |
15,000
| – | – | 0.11% | 128 |
|
2017
Q1 | $288K | Hold |
15,000
| – | – | 0.12% | 126 |
|
2016
Q4 | $353K | Hold |
15,000
| – | – | 0.16% | 112 |
|
2016
Q3 | $263K | Hold |
15,000
| – | – | 0.12% | 131 |
|
2016
Q2 | $250K | Hold |
15,000
| – | – | 0.15% | 111 |
|
2016
Q1 | $259K | Hold |
15,000
| – | – | 0.14% | 120 |
|
2015
Q4 | $242K | Hold |
15,000
| – | – | 0.14% | 117 |
|
2015
Q3 | $242K | Hold |
15,000
| – | – | 0.13% | 117 |
|
2015
Q2 | $310K | Hold |
15,000
| – | – | 0.16% | 111 |
|
2015
Q1 | $300K | Hold |
15,000
| – | – | 0.15% | 115 |
|
2014
Q4 | $349K | Hold |
15,000
| – | – | 0.18% | 101 |
|
2014
Q3 | $448K | Hold |
15,000
| – | – | 0.24% | 88 |
|
2014
Q2 | $420K | Hold |
15,000
| – | – | 0.22% | 91 |
|
2014
Q1 | $327K | Hold |
15,000
| – | – | 0.18% | 102 |
|
2013
Q4 | $251K | Hold |
15,000
| – | – | 0.14% | 113 |
|
2013
Q3 | $212K | Hold |
15,000
| – | – | 0.14% | 99 |
|
2013
Q2 | $225K | Buy |
+15,000
| New | +$225K | 0.15% | 98 |
|