Parkside Financial Bank & Trust’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Hold |
682
| – | – | ﹤0.01% | 1365 |
|
|
2025
Q1 | $15.6K | Hold |
682
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q4 | $14.8K | Sell |
682
-27
| -4% | -$587 | ﹤0.01% | 1172 |
|
|
2024
Q3 | $15.8K | Hold |
709
| – | – | ﹤0.01% | 1115 |
|
|
2024
Q2 | $16.1K | Hold |
709
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q1 | $15.7K | Hold |
709
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q4 | $14.1K | Hold |
709
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q3 | $15.8K | Hold |
709
| – | – | ﹤0.01% | 984 |
|
|
2023
Q2 | $14.2K | Sell |
709
-1,632
| -70% | -$32.7K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $46.3K | Buy |
+2,341
| New | +$46.3K | 0.01% | 625 |
|