IHT Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,441
| Closed | -$29K | – | 1743 |
|
|
2017
Q4 | $29K | Buy |
1,441
+46
| +3% | +$926 | 0.01% | 869 |
|
|
2017
Q3 | $26K | Hold |
1,395
| – | – | 0.01% | 697 |
|
|
2017
Q2 | $1 | Hold |
1,395
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q1 | $26K | Sell |
1,395
-107
| -7% | -$1.99K | 0.02% | 581 |
|
|
2016
Q4 | $29K | Buy |
+1,502
| New | +$29K | 0.02% | 522 |
|