TCI Wealth Advisors’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$3.93K | – | 1655 |
|
|
2023
Q1 | $3.93K | Hold |
1,500
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q4 | $5.84K | Hold |
1,500
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q3 | $5K | Hold |
1,500
| – | – | ﹤0.01% | 1501 |
|
|
2022
Q2 | $5K | Hold |
1,500
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q1 | $5K | Hold |
1,500
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q4 | $3K | Hold |
1,500
| – | – | ﹤0.01% | 2023 |
|
|
2021
Q3 | $5K | Hold |
1,500
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q2 | $6K | Hold |
1,500
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q1 | $4K | Hold |
1,500
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q4 | $3K | Hold |
1,500
| – | – | ﹤0.01% | 1098 |
|
|
2020
Q3 | $2K | Hold |
1,500
| – | – | ﹤0.01% | 1142 |
|
|
2020
Q2 | $4K | Hold |
1,500
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $6K | Hold |
1,500
| – | – | ﹤0.01% | 672 |
|
|
2019
Q4 | $17K | Hold |
1,500
| – | – | 0.01% | 582 |
|
|
2019
Q3 | $21K | Hold |
1,500
| – | – | 0.01% | 486 |
|
|
2019
Q2 | $20K | Hold |
1,500
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $24K | Hold |
1,500
| – | – | 0.01% | 455 |
|
|
2018
Q4 | $23K | Hold |
1,500
| – | – | 0.01% | 442 |
|
|
2018
Q3 | $28K | Hold |
1,500
| – | – | 0.01% | 422 |
|
|
2018
Q2 | $29K | Hold |
1,500
| – | – | 0.01% | 413 |
|
|
2018
Q1 | $29K | Hold |
1,500
| – | – | 0.01% | 411 |
|
|
2017
Q4 | $31K | Hold |
1,500
| – | – | 0.01% | 412 |
|
|
2017
Q3 | $36K | Hold |
1,500
| – | – | 0.02% | 361 |
|
|
2017
Q2 | $35K | Hold |
1,500
| – | – | 0.02% | 370 |
|
|
2017
Q1 | $29K | Hold |
1,500
| – | – | 0.02% | 387 |
|
|
2016
Q4 | $35K | Hold |
1,500
| – | – | 0.02% | 384 |
|
|
2016
Q3 | $26K | Hold |
1,500
| – | – | 0.01% | 398 |
|
|
2016
Q2 | $25K | Hold |
1,500
| – | – | 0.01% | 405 |
|
|
2016
Q1 | $26K | Buy |
+1,500
| New | +$26K | 0.01% | 396 |
|