FAM
PEO
Formidable Asset Management’s Adams Natural Resources Fund PEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-668
| Closed | -$12K | – | 343 |
|
|
2016
Q1 | $12K | Hold |
668
| – | – | 0.01% | 325 |
|
|
2015
Q4 | $11K | Buy |
668
+33
| +5% | +$543 | 0.01% | 372 |
|
|
2015
Q3 | $11K | Hold |
635
| – | – | 0.01% | 394 |
|
|
2015
Q2 | $14K | Hold |
635
| – | – | 0.01% | 318 |
|
|
2015
Q1 | $16K | Hold |
635
| – | – | 0.01% | 299 |
|
|
2014
Q4 | $15K | Buy |
635
+32
| +5% | +$756 | 0.01% | 286 |
|
|
2014
Q3 | $16K | Hold |
603
| – | – | 0.01% | 276 |
|
|
2014
Q2 | $19K | Hold |
603
| – | – | 0.01% | 284 |
|
|
2014
Q1 | $17K | Hold |
603
| – | – | 0.01% | 270 |
|
|
2013
Q4 | $16K | Hold |
603
| – | – | 0.01% | 292 |
|
|
2013
Q3 | $16K | Buy |
+603
| New | +$16K | 0.01% | 254 |
|