EverSource Wealth Advisors’s Adams Natural Resources Fund PEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
1,873
| – | – | ﹤0.01% | 1761 |
|
|
2025
Q1 | $42.7K | Sell |
1,873
-165
| -8% | -$3.76K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $44.3K | Sell |
2,038
-80
| -4% | -$1.74K | ﹤0.01% | 1245 |
|
|
2024
Q3 | $47.3K | Hold |
2,118
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q2 | $49.7K | Hold |
2,118
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q1 | $47.1K | Hold |
2,118
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q4 | $42K | Hold |
2,118
| – | – | ﹤0.01% | 965 |
|
|
2023
Q3 | $47.1K | Hold |
2,118
| – | – | 0.01% | 835 |
|
|
2023
Q2 | $42.4K | Hold |
2,118
| – | – | ﹤0.01% | 900 |
|
|
2023
Q1 | $41.9K | Hold |
2,118
| – | – | 0.01% | 849 |
|
|
2022
Q4 | $44.4K | Buy |
+2,118
| New | +$44.4K | 0.01% | 805 |
|