NewEdge Advisors’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,500
| Closed | -$61.2K | – | 4120 |
|
|
2025
Q1 | $61.2K | Hold |
15,500
| – | – | ﹤0.01% | 2477 |
|
|
2024
Q4 | $62K | Hold |
15,500
| – | – | ﹤0.01% | 2448 |
|
|
2024
Q3 | $52.4K | Buy |
15,500
+4,500
| +41% | +$15.2K | ﹤0.01% | 2417 |
|
|
2024
Q2 | $35.9K | Hold |
11,000
| – | – | ﹤0.01% | 2449 |
|
|
2024
Q1 | $37.5K | Sell |
11,000
-353
| -3% | -$1.2K | ﹤0.01% | 2407 |
|
|
2023
Q4 | $36.3K | Sell |
11,353
-7,168
| -39% | -$22.9K | ﹤0.01% | 2328 |
|
|
2023
Q3 | $67.4K | Buy |
18,521
+7,521
| +68% | +$27.4K | ﹤0.01% | 1990 |
|
|
2023
Q2 | $34.3K | Sell |
11,000
-788
| -7% | -$2.46K | ﹤0.01% | 2223 |
|
|
2023
Q1 | $30.9K | Buy |
11,788
+788
| +7% | +$2.07K | ﹤0.01% | 2192 |
|
|
2022
Q4 | $42.8K | Buy |
+11,000
| New | +$42.8K | ﹤0.01% | 1786 |
|