Vantage Financial Partners (Wisconsin)’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 | $210K | Buy |
9,834
+240
| +3% | +$5.13K | 0.05% | 191 |
|
|
2025
Q1 | $219K | Buy |
9,594
+221
| +2% | +$5.04K | 0.05% | 172 |
|
|
2024
Q4 | $204K | Buy |
9,373
+55
| +0.6% | +$1.2K | 0.05% | 170 |
|
|
2024
Q3 | $208K | Buy |
9,318
+216
| +2% | +$4.83K | 0.05% | 177 |
|
|
2024
Q2 | $207K | Buy |
9,102
+40
| +0.4% | +$908 | 0.05% | 141 |
|
|
2024
Q1 | $201K | Buy |
+9,062
| New | +$201K | 0.05% | 135 |
|