TWPM
PHX

Total Wealth Planning & Management’s PHX Minerals PHX Stock Holding History

Total Wealth Planning & Management’s Portfolio PHX Stock Details PHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,100
Closed -$71.5K – 206
2025
Q1 		$71.5K Hold
18,100
– – 0.07% 166
2024
Q4 		$72.4K Buy
+18,100
New +$72.4K 0.07% 168