Doliver Advisors’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $180K | Sell |
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|
2019
Q3 | $176K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $732K | Sell |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $732K | Sell |
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|
2017
Q3 | $891K | Sell |
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|
2017
Q2 | $927K | Buy |
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|
2017
Q1 | $459K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $685K | Sell |
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|
2015
Q1 | $1.41M | Buy |
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|
2014
Q4 | $1.26M | Buy |
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|
2014
Q3 | $679K | Sell |
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|
2014
Q2 | $2.14M | Sell |
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|
2014
Q1 | $3.8M | Buy |
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|
2013
Q4 | $2.09M | Buy |
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|
2013
Q3 | $1.65M | Buy |
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|
2013
Q2 | $1.26M | Buy |
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