JIC
PEO

Joel Isaacson & Co’s Adams Natural Resources Fund PEO Stock Holding History

Joel Isaacson & Co’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,150
Closed -$254K – 431
2025
Q1 		$254K Buy
+11,150
New +$254K 0.01% 344