AE Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.5K | Sell |
909
-542
| -37% | -$21.8K | ﹤0.01% | 1661 |
|
2025
Q1 | $56.3K | Buy |
1,451
+1,028
| +243% | +$39.9K | ﹤0.01% | 1563 |
|
2024
Q4 | $15.4K | Buy |
+423
| New | +$15.4K | ﹤0.01% | 1782 |
|
2023
Q4 | – | Sell |
-30,455
| Closed | -$1.23M | – | 2101 |
|
2023
Q3 | $1.23M | Sell |
30,455
-29,206
| -49% | -$1.18M | 0.01% | 1013 |
|
2023
Q2 | $2.39M | Buy |
59,661
+33,043
| +124% | +$1.32M | 0.01% | 789 |
|
2023
Q1 | $1.13M | Buy |
26,618
+16,532
| +164% | +$699K | 0.01% | 1001 |
|
2022
Q4 | $438K | Sell |
10,086
-362
| -3% | -$15.7K | ﹤0.01% | 1362 |
|
2022
Q3 | $393K | Buy |
10,448
+3,087
| +42% | +$116K | ﹤0.01% | 1366 |
|
2022
Q2 | $292K | Buy |
+7,361
| New | +$292K | ﹤0.01% | 1437 |
|
2019
Q4 | – | Sell |
-6,605
| Closed | -$206K | – | 1142 |
|
2019
Q3 | $206K | Buy |
+6,605
| New | +$206K | 0.01% | 913 |
|