LFAS
PEO

Level Four Advisory Services’s Adams Natural Resources Fund PEO Stock Holding History

Level Four Advisory Services’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
12,011
-92
-0.8% -$1.97K 0.01% 687
2025
Q1 		$276K Sell
12,103
-1,747
-13% -$39.9K 0.01% 647
2024
Q4 		$301K Buy
+13,850
New +$301K 0.01% 622