Carson Wealth (CWM LLC)’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Sell |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $74K | Sell |
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|
2024
Q2 | $93K | Buy |
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|
2024
Q1 | $74K | Sell |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $73K | Sell |
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|
2023
Q2 | $75K | Sell |
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|
2023
Q1 | $82K | Buy |
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|
2022
Q4 | $75K | Sell |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $70K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | $3K | Buy |
|