Cassady Schiller Wealth Management’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$224K Hold
4,493
0.08% 113
2024
Q3
$259K Hold
4,493
0.09% 104
2024
Q2
$251K Hold
4,493
0.1% 98
2024
Q1
$260K Hold
4,493
0.12% 95
2023
Q4
$255K Hold
4,493
0.13% 88
2023
Q3
$250K Hold
4,493
0.14% 83
2023
Q2
$186K Hold
4,493
0.1% 109
2023
Q1
$256K Buy
+4,493
New +$256K 0.12% 88