LJAC
PEO

L.J. Altfest & Co’s Adams Natural Resources Fund PEO Stock Holding History

L.J. Altfest & Co’s Portfolio PEO Stock Details PEO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
2015
Q4 		– Sell
2015
Q3 		$134K Buy
2015
Q2 		– Sell
2015
Q1 		$343K Buy
2014
Q2 		– Sell
2014
Q1 		$205K Hold
2013
Q4 		$203K Buy