Dubuque Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-891
| Closed | -$17K | – | 756 |
|
|
2017
Q4 | $17K | Buy |
891
+676
| +314% | +$12.9K | ﹤0.01% | 453 |
|
|
2017
Q3 | $4K | Hold |
215
| – | – | ﹤0.01% | 568 |
|
|
2017
Q2 | $4K | Hold |
215
| – | – | ﹤0.01% | 550 |
|
|
2017
Q1 | $4K | Hold |
215
| – | – | ﹤0.01% | 565 |
|
|
2016
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 494 |
|
|
2016
Q3 | $4K | Buy |
+215
| New | +$4K | ﹤0.01% | 470 |
|