EverSource Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
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|
2025
Q1 | $42.7K | Sell |
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|
2024
Q4 | $44.3K | Sell |
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|
2024
Q3 | $47.3K | Hold |
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|
2024
Q2 | $49.7K | Hold |
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|
2024
Q1 | $47.1K | Hold |
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|
2023
Q4 | $42K | Hold |
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|
2023
Q3 | $47.1K | Hold |
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|
2023
Q2 | $42.4K | Hold |
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|
2023
Q1 | $41.9K | Hold |
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|
2022
Q4 | $44.4K | Buy |
|