Petroleum & Res Corp Com cef shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Petroleum & Res Corp Com cef (PEO) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Petroleum & Res Corp Com cef
Tip: Access up to 7 years of quarterly data
All positions including Petroleum & Res Corp Com cef held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Petroleum & Res Corp Com cef by JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $211k | 9.1k | 23.22 |
2024-06-30 | $367k | 16k | 23.61 |
2024-03-31 | $394k | 17k | 23.06 |
2023-12-31 | $352k | 17k | 20.63 |
2023-09-30 | $384k | 17k | 23.12 |
2023-06-30 | $346k | 17k | 20.82 |
2023-03-31 | $340k | 17k | 20.56 |
2022-12-31 | $360k | 17k | 21.80 |
2022-09-30 | $165k | 8.5k | 19.40 |
2022-06-30 | $122k | 6.3k | 19.45 |
2022-03-31 | $131k | 6.3k | 20.89 |
2021-12-31 | $104k | 6.3k | 16.58 |
2021-09-30 | $98k | 6.3k | 15.63 |
2021-06-30 | $102k | 6.3k | 16.26 |
2021-03-31 | $92k | 6.3k | 14.67 |
2020-12-31 | $71k | 6.3k | 11.32 |
2017-03-31 | $7.0k | 348 | 20.11 |
2016-12-31 | $7.0k | 348 | 20.11 |
2016-09-30 | $7.0k | 348 | 20.11 |
2016-06-30 | $7.0k | 348 | 20.11 |
2016-03-31 | $6.0k | 348 | 17.24 |
2015-12-31 | $12k | 698 | 17.19 |