LWAC
PEO

Laurel Wealth Advisors (California)’s Adams Natural Resources Fund PEO Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$565K Hold
26,933
– – 0.06% 331
2022
Q3 		$504K Hold
26,933
– – 0.05% 339
2022
Q2 		$504K Hold
26,933
– – 0.05% 356
2022
Q1 		$542K Hold
26,933
– – 0.04% 386
2021
Q4 		$428K Buy
+26,933
New +$428K 0.03% 495