Ritholtz Wealth Management’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,377
| Closed | -$75.6K | – | 889 |
|
|
2024
Q3 | $75.6K | Sell |
22,377
-8,384
| -27% | -$28.3K | ﹤0.01% | 856 |
|
|
2024
Q2 | $100K | Buy |
30,761
+8,220
| +36% | +$26.8K | ﹤0.01% | 800 |
|
|
2024
Q1 | $76.9K | Sell |
22,541
-12,897
| -36% | -$44K | ﹤0.01% | 776 |
|
|
2023
Q4 | $114K | Buy |
35,438
+24,378
| +220% | +$78.5K | ﹤0.01% | 725 |
|
|
2023
Q3 | $40.3K | Buy |
+11,060
| New | +$40.3K | ﹤0.01% | 701 |
|