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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$6K | – | 9547 |
|
|
2023
Q2 | $6K | Buy |
+2,200
| New | +$6.25K | ﹤0.01% | 7814 |
|
|
2023
Q1 | – | Sell |
-3,300
| Closed | -$12K | – | 9860 |
|
|
2022
Q4 | $12K | Buy |
3,300
+800
| +32% | +$3K | ﹤0.01% | 7383 |
|
|
2022
Q3 | $8K | Buy |
2,500
+200
| +9% | +$645 | ﹤0.01% | 8425 |
|
|
2022
Q2 | $6K | Sell |
2,300
-400
| -15% | -$1.4K | ﹤0.01% | 8739 |
|
|
2022
Q1 | $8K | Sell |
2,700
-7,100
| -72% | -$18.1K | ﹤0.01% | 9087 |
|
|
2021
Q4 | $21K | Sell |
9,800
-25,300
| -72% | -$71.5K | ﹤0.01% | 8317 |
|
|
2021
Q3 | $132K | Hold |
35,100
| – | – | ﹤0.01% | 6230 |
|
|
2021
Q2 | $130K | Buy |
+35,100
| New | +$107K | ﹤0.01% | 6356 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$7K | – | 9756 |
|
|
2020
Q4 | $7K | Sell |
34
-42
| -55% | -$76 | ﹤0.01% | 7596 |
|
|
2020
Q3 | $10K | Sell |
76
-160
| -68% | -$343 | ﹤0.01% | 6794 |
|
|
2020
Q2 | $63K | Buy |
236
+222
| +1,586% | +$830 | ﹤0.01% | 5281 |
|
|
2020
Q1 | $5K | Buy |
14
+9
| +180% | +$60 | ﹤0.01% | 6859 |
|
|
2019
Q4 | $5K | Hold |
5
| – | – | ﹤0.01% | 6708 |
|
|
2019
Q3 | $6K | Buy |
+5
| New | +$61 | ﹤0.01% | 6536 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | -$4K | – | 7607 |
|
|
2019
Q1 | $4K | Sell |
3
-7
| -70% | -$112 | ﹤0.01% | 6578 |
|
|
2018
Q4 | $15K | Buy |
10
+5
| +100% | +$85 | ﹤0.01% | 5575 |
|
|
2018
Q3 | $9K | Buy |
+5
| New | +$97 | ﹤0.01% | 6478 |
|
|
2017
Q3 | – | Sell |
-34
| Closed | -$1K | – | 6456 |
|
|
2017
Q2 | $1K | Buy |
+34
| New | +$691 | ﹤0.01% | 5679 |
|
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.