CWM
PEO

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

Compass Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$251K Hold
2024
Q4 		$239K Sell
2024
Q3 		$256K Hold
2024
Q2 		$260K Hold
2024
Q1 		$254K Hold
2023
Q4 		$227K Hold
2023
Q3 		$255K Hold
2023
Q2 		$229K Buy