Alta Capital Management’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
16,000
| – | – | 0.02% | 79 |
|
|
2025
Q1 | $365K | Hold |
16,000
| – | – | 0.02% | 75 |
|
|
2024
Q4 | $348K | Sell |
16,000
-631
| -4% | -$13.7K | 0.02% | 80 |
|
|
2024
Q3 | $372K | Sell |
16,631
-4,158
| -20% | -$92.9K | 0.02% | 75 |
|
|
2024
Q2 | $472K | Hold |
20,789
| – | – | 0.03% | 74 |
|
|
2024
Q1 | $461K | Hold |
20,789
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $413K | Buy |
+20,789
| New | +$413K | 0.03% | 78 |
|