CAS
PEO

Coppell Advisory Solutions’s Adams Natural Resources Fund PEO Stock Holding History

Coppell Advisory Solutions’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$6.56K Buy
+331
New +$6.56K ﹤0.01% 1044
2023
Q3 		– Sell
-331
Closed -$6.58K – 1456
2023
Q2 		$6.58K Buy
+331
New +$6.58K ﹤0.01% 789