GI
PEO

Gradient Investments’s Adams Natural Resources Fund PEO Stock Holding History

Gradient Investments’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-624
Closed -$13.9K – 1899
2023
Q3 		$13.9K Buy
+624
New +$13.9K ﹤0.01% 743