Caldwell Trust’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-82
|
|
||||
|
2024
Q4 | $2.98K | Buy |
+82
|
|
||||
|
2024
Q3 | – | Sell |
-412
|
|
||||
|
2024
Q2 | $16.5K | Hold |
412
|
|
||||
|
2024
Q1 | $16.9K | Sell |
412
-538
|
|
||||
|
2023
Q4 | $38.9K | Hold |
950
|
|
||||
|
2023
Q3 | $38.4K | Sell |
950
-30
|
|
||||
|
2023
Q2 | $39.3K | Buy |
+980
|
|
||||
|
2020
Q2 | – | Sell |
-2,800
|
|
||||
|
2020
Q1 | $63.1K | Hold |
2,800
|
|
||||
|
2019
Q4 | $93.9K | Buy |
+2,800
|
|