Vanguard Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | $195K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $1.3M | Buy |
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