PHX
LPL Financial’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,636
| Closed | -$47.7K | – | 5139 |
|
|
2024
Q2 | $47.7K | Buy |
14,636
+3,501
| +31% | +$11.4K | ﹤0.01% | 4741 |
|
|
2024
Q1 | $38K | Buy |
11,135
+97
| +0.9% | +$331 | ﹤0.01% | 4718 |
|
|
2023
Q4 | $35.5K | Sell |
11,038
-1,430
| -11% | -$4.61K | ﹤0.01% | 4625 |
|
|
2023
Q3 | $45.4K | Buy |
12,468
+64
| +0.5% | +$233 | ﹤0.01% | 4473 |
|
|
2023
Q2 | $38.7K | Buy |
12,404
+86
| +0.7% | +$268 | ﹤0.01% | 4401 |
|
|
2023
Q1 | $32.3K | Buy |
12,318
+82
| +0.7% | +$215 | ﹤0.01% | 4339 |
|
|
2022
Q4 | $47.6K | Buy |
12,236
+1,590
| +15% | +$6.19K | ﹤0.01% | 4241 |
|
|
2022
Q3 | $34K | Buy |
10,646
+31
| +0.3% | +$99 | ﹤0.01% | 4241 |
|
|
2022
Q2 | $32K | Buy |
10,615
+58
| +0.5% | +$175 | ﹤0.01% | 4259 |
|
|
2022
Q1 | $32K | Buy |
+10,557
| New | +$32K | ﹤0.01% | 4076 |
|