Cambridge Investment Research Advisors’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.29M | Buy |
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|
2017
Q3 | $1.58M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $504K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $241K | Buy |
|