WCM
PHX
Wedge Capital Management’s PHX Minerals PHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-34,000
| Closed | -$567K | – | 580 |
|
|
2016
Q2 | $567K | Hold |
34,000
| – | – | 0.01% | 394 |
|
|
2016
Q1 | $589K | Sell |
34,000
-1,800
| -5% | -$31.2K | 0.01% | 396 |
|
|
2015
Q4 | $579K | Sell |
35,800
-6,900
| -16% | -$112K | 0.01% | 418 |
|
|
2015
Q3 | $690K | Buy |
42,700
+13,500
| +46% | +$218K | 0.01% | 382 |
|
|
2015
Q2 | $604K | Sell |
29,200
-6,800
| -19% | -$141K | 0.01% | 427 |
|
|
2015
Q1 | $712K | Buy |
36,000
+2,300
| +7% | +$45.5K | 0.01% | 366 |
|
|
2014
Q4 | $785K | Buy |
33,700
+12,500
| +59% | +$291K | 0.01% | 360 |
|
|
2014
Q3 | $633K | Sell |
21,200
-1,200
| -5% | -$35.8K | 0.01% | 394 |
|
|
2014
Q2 | $628K | Sell |
22,400
-11,400
| -34% | -$320K | 0.01% | 406 |
|
|
2014
Q1 | $737K | Sell |
33,800
-5,800
| -15% | -$126K | 0.01% | 344 |
|
|
2013
Q4 | $662K | Buy |
39,600
+200
| +0.5% | +$3.34K | 0.01% | 353 |
|
|
2013
Q3 | $557K | Buy |
39,400
+6,400
| +19% | +$90.5K | 0.01% | 366 |
|
|
2013
Q2 | $470K | Buy |
+33,000
| New | +$470K | 0.01% | 380 |
|