Ladenburg Thalmann Financial Services’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-794
| Closed | -$10K | – | 5403 |
|
|
2019
Q2 | $10K | Sell |
794
-1,986
| -71% | -$25K | ﹤0.01% | 4438 |
|
|
2019
Q1 | $43K | Sell |
2,780
-500
| -15% | -$7.73K | ﹤0.01% | 3506 |
|
|
2018
Q4 | $51K | Hold |
3,280
| – | – | ﹤0.01% | 3230 |
|
|
2018
Q3 | $60K | Sell |
3,280
-400
| -11% | -$7.32K | ﹤0.01% | 3194 |
|
|
2018
Q2 | $71K | Hold |
3,680
| – | – | ﹤0.01% | 3012 |
|
|
2018
Q1 | $71K | Buy |
3,680
+800
| +28% | +$15.4K | ﹤0.01% | 3012 |
|
|
2017
Q4 | $59K | Hold |
2,880
| – | – | ﹤0.01% | 3113 |
|
|
2017
Q3 | $69K | Hold |
2,880
| – | – | ﹤0.01% | 2857 |
|
|
2017
Q2 | $67K | Hold |
2,880
| – | – | ﹤0.01% | 2808 |
|
|
2017
Q1 | $55K | Hold |
2,880
| – | – | ﹤0.01% | 2836 |
|
|
2016
Q4 | $68K | Buy |
+2,880
| New | +$68K | ﹤0.01% | 2614 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$8K | – | 4770 |
|
|
2015
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 3813 |
|
|
2015
Q3 | $8K | Buy |
500
+150
| +43% | +$2.4K | ﹤0.01% | 3676 |
|
|
2015
Q2 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 3896 |
|