Occudo Quantitative Strategies’s PHX Minerals PHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-18,643
Closed -$72.5K 1129
2022
Q4
$72.5K Sell
18,643
-8,706
-32% -$33.9K 0.01% 869
2022
Q3
$89K Sell
27,349
-14,614
-35% -$47.6K 0.01% 1047
2022
Q2
$128K Buy
41,963
+13,833
+49% +$42.2K 0.01% 983
2022
Q1
$86K Buy
28,130
+2,318
+9% +$7.09K 0.01% 1034
2021
Q4
$56K Sell
25,812
-16,208
-39% -$35.2K 0.01% 1005
2021
Q3
$129K Sell
42,020
-1,143
-3% -$3.51K 0.02% 904
2021
Q2
$161K Buy
+43,163
New +$161K 0.02% 749