Basepoint Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $4.99M | Sell |
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $6.4M | Sell |
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|
2023
Q4 | $7.53M | Sell |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $9.21M | Sell |
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|
2023
Q1 | $9.1M | Sell |
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|
2022
Q4 | $9.67M | Buy |
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|
2022
Q3 | $8.53M | Sell |
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|
2022
Q2 | $8.71M | Sell |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $11.8M | Buy |
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