TW
PEO

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

Transform 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
2023
Q3 		– Sell
-10,717
Closed -$215K – 261
2023
Q2 		$215K Hold
10,717
– – 0.02% 242
2023
Q1 		$212K Buy
+10,717
New +$212K 0.02% 238