Caldwell Trust’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
2,451
-1,150
|
|
||||
|
2025
Q1 | $192K | Buy |
3,601
+3,051
|
|
||||
|
2024
Q4 | $27.4K | Hold |
550
|
|
||||
|
2024
Q3 | $31.7K | Hold |
550
|
|
||||
|
2024
Q2 | $30.7K | Buy |
550
+450
|
|
||||
|
2024
Q1 | $5.79K | Sell |
100
-1,000
|
|
||||
|
2023
Q4 | $62.3K | Sell |
1,100
-100
|
|
||||
|
2023
Q3 | $66.9K | Sell |
1,200
-300
|
|
||||
|
2023
Q2 | $80.9K | Buy |
+1,500
|
|