Cetera Investment Advisers’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 | $526K | Sell |
24,623
-975
| -4% | -$20.8K | ﹤0.01% | 2929 |
|
|
2025
Q1 | $584K | Buy |
25,598
+4,802
| +23% | +$110K | ﹤0.01% | 2710 |
|
|
2024
Q4 | $452K | Buy |
20,796
+1,974
| +10% | +$42.9K | ﹤0.01% | 2766 |
|
|
2024
Q3 | $420K | Buy |
18,822
+3,259
| +21% | +$72.8K | ﹤0.01% | 2793 |
|
|
2024
Q2 | $353K | Sell |
15,563
-1,974
| -11% | -$44.8K | ﹤0.01% | 2888 |
|
|
2024
Q1 | $389K | Buy |
+17,537
| New | +$389K | ﹤0.01% | 2805 |
|