O'Shaughnessy Asset Management’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $168K | Sell |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $104K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.34M | Sell |
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|
2015
Q1 | $3.08M | Sell |
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|
2014
Q4 | $4.96M | Sell |
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|
2014
Q3 | $7.35M | Buy |
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|
2014
Q2 | $4.75M | Buy |
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|
2014
Q1 | $620K | Buy |
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