IPW
PEO

Impact Partnership Wealth’s Adams Natural Resources Fund PEO Stock Holding History

Impact Partnership Wealth’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
-533
Closed -$11.9K – 1034
2023
Q3 		$11.9K Hold
533
– – ﹤0.01% 565
2023
Q2 		$10.7K Buy
+533
New +$10.7K ﹤0.01% 418