KLI
PEO

Kelman-Lazarov Inc’s Adams Natural Resources Fund PEO Stock Holding History

Kelman-Lazarov Inc’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,222
Closed -$121K – 207
2016
Q4 		$121K Buy
6,222
+1,965
+46% +$38.1K 0.07% 131
2016
Q3 		$80.5K Sell
4,257
-3,522
-45% -$66.6K 0.05% 153
2016
Q2 		$150K Sell
7,779
-11,344
-59% -$219K 0.09% 120
2016
Q1 		$329K Buy
+19,123
New +$329K 0.19% 100