SeaCrest Wealth Management’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 | $269K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $197K | Sell |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $229K | Buy |
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