RFG Advisory’s PHX Minerals PHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,135
Closed -$92.1K 651
2023
Q1
$92.1K Buy
35,135
+11,239
+47% +$29.4K ﹤0.01% 618
2022
Q4
$82.7K Buy
23,896
+698
+3% +$2.42K ﹤0.01% 603
2022
Q3
$95K Buy
+23,198
New +$95K 0.01% 601