Wealth Enhancement Advisory Services’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 | $1.36M | Buy |
62,146
+2,370
| +4% | +$51.9K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $1.36M | Sell |
59,776
-6,770
| -10% | -$154K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $1.45M | Sell |
66,546
-5,435
| -8% | -$118K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $1.61M | Sell |
71,981
-5,215
| -7% | -$116K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $1.75M | Buy |
77,196
+313
| +0.4% | +$7.11K | ﹤0.01% | 1042 |
|
|
2024
Q1 | $1.71M | Sell |
76,883
-3,539
| -4% | -$78.5K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $1.6M | Buy |
80,422
+3,144
| +4% | +$62.4K | ﹤0.01% | 980 |
|
|
2023
Q3 | $1.72M | Buy |
+77,278
| New | +$1.72M | 0.01% | 910 |
|