Wedbush Securities’s PHX Minerals PHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,550
| Closed | -$203K | – | 1022 |
|
|
2019
Q3 | $203K | Hold |
14,550
| – | – | 0.02% | 818 |
|
|
2019
Q2 | $190K | Hold |
14,550
| – | – | 0.02% | 840 |
|
|
2019
Q1 | $228K | Hold |
14,550
| – | – | 0.02% | 717 |
|
|
2018
Q4 | $226K | Hold |
14,550
| – | – | 0.03% | 637 |
|
|
2018
Q3 | $268K | Hold |
14,550
| – | – | 0.03% | 638 |
|
|
2018
Q2 | $278K | Hold |
14,550
| – | – | 0.03% | 584 |
|
|
2018
Q1 | $281K | Hold |
14,550
| – | – | 0.04% | 554 |
|
|
2017
Q4 | $299K | Sell |
14,550
-1,250
| -8% | -$25.7K | 0.04% | 549 |
|
|
2017
Q3 | $376K | Buy |
+15,800
| New | +$376K | 0.05% | 479 |
|