CWM
PEO

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

Castle Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,500
Closed -$66K – 466
2022
Q3 		$66K Hold
3,500
– – 0.04% 184
2022
Q2 		$66K Buy
+3,500
New +$66K 0.04% 183