B. Riley Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-12,184
| Closed | -$488K | – | 1573 |
|
2023
Q2 | $488K | Sell |
12,184
-297
| -2% | -$11.9K | 0.01% | 867 |
|
2023
Q1 | $528K | Buy |
12,481
+83
| +0.7% | +$3.51K | 0.01% | 784 |
|
2022
Q4 | $539K | Buy |
12,398
+240
| +2% | +$10.4K | 0.02% | 754 |
|
2022
Q3 | $457K | Buy |
+12,158
| New | +$457K | 0.01% | 797 |
|
2015
Q1 | – | Sell |
-22
| Closed | -$1 | – | 1150 |
|
2014
Q4 | $1 | Buy |
+22
| New | +$1 | ﹤0.01% | 3541 |
|