Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $387K | Buy |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $270K | Sell |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $371K | Hold |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $295K | Buy |
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|
2017
Q2 | $228K | Sell |
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|
2017
Q1 | $430K | Hold |
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|
2016
Q4 | $447K | Sell |
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|
2016
Q3 | $509K | Sell |
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|
2016
Q2 | $564K | Sell |
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|
2016
Q1 | $563K | Buy |
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|
2015
Q4 | $510K | Buy |
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|
2015
Q3 | $514K | Sell |
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|
2015
Q2 | $681K | Buy |
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|
2015
Q1 | $199K | Buy |
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|
2014
Q4 | $87K | Sell |
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|
2014
Q3 | $122K | Buy |
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|
2014
Q2 | $127K | Hold |
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|
2014
Q1 | $114K | Hold |
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|
2013
Q4 | $112K | Sell |
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|
2013
Q3 | $135K | Buy |
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|
2013
Q2 | $123K | Buy |
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