SW
PEO

Simplicity Wealth’s Adams Natural Resources Fund PEO Stock Holding History

Simplicity Wealth’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,932
Closed -$203K – 1005
2024
Q2 		$203K Buy
+8,932
New +$203K ﹤0.01% 1109