KWM
PEO

Keebeck Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

Keebeck Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,975
Closed -$21K – 308
2020
Q2 		$21K Buy
+1,975
New +$21K 0.01% 275
2020
Q1 		– Sell
-2,638
Closed -$41K – 278
2019
Q4 		$41K Buy
+2,638
New +$41K 0.01% 234