Simplex Trading’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
Q1 | – | Sell |
-3,264
| Closed | -$10K | – | 9622 |
|
|
2023
Q4 | $10K | Sell |
3,264
-469
| -13% | -$1.61K | ﹤0.01% | 7442 |
|
|
2023
Q3 | $13K | Buy |
3,733
+1,634
| +78% | +$5.48K | ﹤0.01% | 6998 |
|
|
2023
Q2 | $6K | Sell |
2,099
-2,637
| -56% | -$7.5K | ﹤0.01% | 7813 |
|
|
2023
Q1 | $12K | Sell |
4,736
-5,639
| -54% | -$17.9K | ﹤0.01% | 7390 |
|
|
2022
Q4 | $40K | Sell |
10,375
-594
| -5% | -$2.23K | ﹤0.01% | 6156 |
|
|
2022
Q3 | $35K | Buy |
10,969
+1,050
| +11% | +$3.38K | ﹤0.01% | 6894 |
|
|
2022
Q2 | $30K | Buy |
+9,919
| New | +$34.8K | ﹤0.01% | 7157 |
|
|
2022
Q1 | – | Sell |
-10,106
| Closed | -$25.7K | – | 11156 |
|
|
2021
Q4 | $21K | Buy |
+10,106
| New | +$28.6K | ﹤0.01% | 8316 |
|
|
2021
Q2 | – | Sell |
-19,512
| Closed | -$59.3K | – | 10548 |
|
|
2021
Q1 | $55K | Sell |
19,512
-1,216
| -6% | -$3.72K | ﹤0.01% | 6494 |
|
|
2020
Q4 | $47K | Buy |
20,728
+13,262
| +178% | +$24.1K | ﹤0.01% | 6250 |
|
|
2020
Q3 | $10K | Buy |
7,466
+3,250
| +77% | +$6.96K | ﹤0.01% | 6793 |
|
|
2020
Q2 | $11K | Buy |
4,216
+3,582
| +565% | +$13.4K | ﹤0.01% | 6604 |
|
|
2020
Q1 | $2K | Sell |
634
-866
| -58% | -$5.78K | ﹤0.01% | 7215 |
|
|
2019
Q4 | $16K | Buy |
1,500
+1,490
| +14,900% | +$19.6K | ﹤0.01% | 6110 |
|
|
2019
Q3 | $0 | Buy |
+10
| New | +$122 | ﹤0.01% | 7733 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$458 | – | 7606 |
|
|
2019
Q1 | $0 | Sell |
32
-600
| -95% | -$9.57K | ﹤0.01% | 7693 |
|
|
2018
Q4 | $9K | Buy |
632
+558
| +754% | +$9.46K | ﹤0.01% | 5912 |
|
|
2018
Q3 | $1K | Buy |
+74
| New | +$1.43K | ﹤0.01% | 7214 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | -$89 | – | 6513 |
|
|
2017
Q3 | $0 | Sell |
4
-868
| -100% | -$19.3K | ﹤0.01% | 6455 |
|
|
2017
Q2 | $20K | Buy |
+872
| New | +$17.7K | ﹤0.01% | 3298 |
|
|
2015
Q2 | – | Sell |
-69
| Closed | -$1.47K | – | 5697 |
|
|
2015
Q1 | $1K | Buy |
+69
| New | +$1.44K | ﹤0.01% | 4549 |
|
Simplex Trading's PHX Position: Q1 2024 in Review
Simplex Trading sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 3,264 shares — an estimated $10K sold.
Simplex Trading first reported a position in PHX in Q1 2015 and held it in 21 quarters. The position peaked at $55K in Q1 2021. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.
- Simplex Trading reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
- Simplex Trading sold 3,264 PHX Minerals shares in Q1 2024, an estimated $10K.
- Simplex Trading first reported a position in PHX Minerals in Q1 2015 and held it in 21 quarters.
- Simplex Trading's PHX Minerals position peaked at $55K in Q1 2021.
- 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.
Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.