Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-312
| Closed | -$6.97K | – | 4065 |
|
|
2024
Q3 | $6.97K | Hold |
312
| – | – | ﹤0.01% | 3086 |
|
|
2024
Q2 | $7.08K | Buy |
+312
| New | +$7.08K | ﹤0.01% | 2930 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 3282 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3283 |
|
|
2020
Q2 | – | Sell |
-6,529
| Closed | -$52K | – | 2725 |
|
|
2020
Q1 | $52K | Buy |
+6,529
| New | +$52K | ﹤0.01% | 1242 |
|