MWM
PHX
Modern Wealth Management’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,000
| Closed | -$83K | – | 789 |
|
|
2025
Q1 | $83K | Hold |
21,000
| – | – | ﹤0.01% | 667 |
|
|
2024
Q4 | $84K | Hold |
21,000
| – | – | ﹤0.01% | 572 |
|
|
2024
Q3 | $71K | Hold |
21,000
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $68.5K | Hold |
21,000
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $71.6K | Hold |
21,000
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $67.6K | Buy |
+21,000
| New | +$67.6K | 0.01% | 187 |
|