OFG
PEO

OTA Financial Group’s Adams Natural Resources Fund PEO Stock Holding History

OTA Financial Group’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,432
Closed -$344K – 65
2022
Q4 		$344K Buy
+16,432
New +$344K 0.34% 43