Maryland Capital Advisors’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$1.98K | – | 275 |
|
|
2025
Q1 | $1.98K | Hold |
500
| – | – | ﹤0.01% | 208 |
|
|
2024
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 231 |
|
|
2024
Q3 | $1.69K | Hold |
500
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $1.63K | Hold |
500
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $1.71K | Hold |
500
| – | – | ﹤0.01% | 202 |
|
|
2023
Q4 | $1.61K | Hold |
500
| – | – | ﹤0.01% | 209 |
|
|
2023
Q3 | $1.82K | Hold |
500
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $1.56K | Hold |
500
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $1.31K | Buy |
+500
| New | +$1.31K | ﹤0.01% | 218 |
|