Bergan Kdv Wealth Management, LLC Adams Natural Resources Fund, Inc. Transaction History

Bergan Kdv Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 09, 2019	SELL	$14.77 - $17.1 $279,861 - $324,010	-18,948 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$13.69 - $20.33 $9,281 - $13,783	678 Added 3.71%	18,948 $276,000
Q3 2018 Nov 09, 2018	BUY	$19.15 - $20.36 $16,832 - $17,896	879 Added 5.05%	18,270 $364,000
Q2 2018 Jul 23, 2018	SELL	$17.86 - $20.91 $6,804 - $7,966	-381 Reduced 2.14%	17,391 $349,000
Q1 2018 May 03, 2018	BUY	$17.9 - $21.37 $16,557 - $19,767	925 Added 5.49%	17,772 $324,000
Q4 2017 Jan 16, 2018	BUY	$18.51 - $20.0 $311,837 - $336,940	16,847	16,847 $334,000

9.87M

16.4K

Ticker PEO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 24,485,300
Market Cap $530M
Description
Adams Natural Resources Fund, Inc. is a publicly owned investment manager. The firm invests in the public equity markets across the globe. It invests in stocks of companies of all market capitalizations operating in the energy and natural resources sector including oil companies, exploration and production, utilities, services, and basic materia...

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