CWM
Cadence Wealth Management’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.37M | Buy |
80,554
+14,335
| +22% | +$778K | 2.89% | 9 |
|
2025
Q1 | $3.53M | Buy |
66,219
+19,209
| +41% | +$1.02M | 2.61% | 9 |
|
2024
Q4 | $2.34M | Buy |
47,010
+9,584
| +26% | +$477K | 1.55% | 12 |
|
2024
Q3 | $2.16M | Buy |
37,426
+22,116
| +144% | +$1.28M | 1.76% | 10 |
|
2024
Q2 | $855K | Buy |
+15,310
| New | +$855K | 0.6% | 15 |
|