CA
PEO

Crewe Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Crewe Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.7K Hold
500
– – ﹤0.01% 453
2025
Q1 		$11.4K Hold
500
– – ﹤0.01% 416
2024
Q4 		$10.9K Buy
+500
New +$10.9K ﹤0.01% 421