BAM
PEO

Barrett Asset Management’s Adams Natural Resources Fund PEO Stock Holding History

Barrett Asset Management’s Portfolio PEO Stock Details PEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-52
Closed -$1K – 636
2021
Q3 		$1K Hold
52
– – ﹤0.01% 480
2021
Q2 		$1K Buy
+52
New +$1K ﹤0.01% 459