JFS Wealth 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 | $200K | Hold |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $197K | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $165K | Buy |
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|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $71K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $12K | Buy |
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