9WM
PEO

9258 Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

9258 Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$186K Sell
2019
Q1 		$191K Sell
2018
Q4 		$181K Buy