BSW
PEO

Buckingham Strategic Wealth’s Adams Natural Resources Fund PEO Stock Holding History

Buckingham Strategic Wealth’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$355K Hold
15,622
– – ﹤0.01% 555
2024
Q1 		$347K Hold
15,622
– – ﹤0.01% 549
2023
Q4 		$310K Buy
+15,622
New +$310K ﹤0.01% 565