Semmax Financial Advisors’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 | $18K | Hold |
865
| – | – | ﹤0.01% | 225 |
|
|
2025
Q1 | $17.5K | Hold |
865
| – | – | ﹤0.01% | 208 |
|
|
2024
Q4 | $19.8K | Sell |
865
-34
| -4% | -$779 | 0.01% | 192 |
|
|
2024
Q3 | $21K | Buy |
899
+845
| +1,565% | +$19.8K | 0.01% | 182 |
|
|
2024
Q2 | $1.22K | Hold |
54
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $1.22K | Hold |
54
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $1.08K | Hold |
54
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $1.11K | Buy |
+54
| New | +$1.11K | ﹤0.01% | 300 |
|
|
2022
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 260 |
|
|
2022
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 240 |
|
|
2021
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 238 |
|
|
2021
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 255 |
|
|
2020
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 228 |
|