WAM
PEO

Weiss Asset Management’s Adams Natural Resources Fund PEO Stock Holding History

Weiss Asset Management’s Portfolio PEO Stock Details PEO Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$251K Buy
2019
Q1 		– Sell
2018
Q4 		$603K Buy
2016
Q1 		– Sell
2015
Q4 		$1.44M Buy
2015
Q1 		– Sell
2014
Q4 		$3.29M Buy