HighTower 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 | $1.41M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $364K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $100K | Buy |
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