Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Buy |
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|
2016
Q3 | $2K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $515K | Buy |
|