BFEC
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Benjamin F. Edwards & Company’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Benjamin F. Edwards & Company’s Portfolio NANR Stock Details NANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,492
Closed -$134K – 1818
2023
Q1 		$134K Sell
2,492
-786
-24% -$42.7K 0.01% 822
2022
Q4 		$178K Sell
3,278
-412
-11% -$22.4K 0.01% 745
2022
Q3 		$176K Sell
3,690
-1,348
-27% -$66.7K 0.01% 711
2022
Q2 		$248K Buy
5,038
+671
+15% +$38K 0.01% 617
2022
Q1 		$253K Buy
+4,367
New +$224K 0.01% 617

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Bank of America
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CFD
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Franklin Resources
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PJSIMP
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LPL Financial
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CIAS
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return