BIA
Barry Investment Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.9M | Buy |
395,851
+56,473
| +17% | +$2.27M | 3.95% | 8 |
|
2025
Q1 | $13.2M | Buy |
339,378
+23,202
| +7% | +$900K | 3.5% | 8 |
|
2024
Q4 | $11.5M | Sell |
316,176
-1,420
| -0.4% | -$51.6K | 3.7% | 7 |
|
2024
Q3 | $13.1M | Buy |
317,596
+229,638
| +261% | +$9.47M | 4% | 7 |
|
2024
Q2 | $3.53M | Buy |
87,958
+40,508
| +85% | +$1.63M | 1.19% | 27 |
|
2024
Q1 | $1.95M | Buy |
47,450
+9,358
| +25% | +$384K | 0.65% | 31 |
|
2023
Q4 | $1.56M | Buy |
38,092
+27,987
| +277% | +$1.15M | 0.53% | 35 |
|
2023
Q3 | $409K | Buy |
10,105
+3,442
| +52% | +$139K | 0.15% | 72 |
|
2023
Q2 | $267K | Buy |
+6,663
| New | +$267K | 0.09% | 100 |
|