Kovack 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 | $544K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $542K | Hold |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $389K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $169K | Buy |
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