UIA
PHX

Ulland Investment Advisors’s PHX Minerals PHX Stock Holding History

Ulland Investment Advisors’s Portfolio PHX Stock Details PHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,000
Closed -$8K – 227
2025
Q1 		$8K Hold
2,000
– – 0.01% 185
2024
Q4 		$8K Buy
2,000
+1,000
+100% +$4K 0.01% 182
2024
Q3 		$3K Buy
+1,000
New +$3K ﹤0.01% 188