CWM
Centric Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,283
| Closed | -$280K | – | 197 |
|
|
2020
Q3 | $280K | Buy |
+9,283
| New | +$280K | 0.21% | 84 |
|
|
2020
Q2 | – | Sell |
-9,283
| Closed | -$280K | – | 146 |
|
|
2020
Q1 | $280K | Buy |
+9,283
| New | +$280K | 0.21% | 84 |
|
|
2019
Q4 | – | Sell |
-9,283
| Closed | -$280K | – | 113 |
|
|
2019
Q3 | $280K | Hold |
9,283
| – | – | 0.21% | 84 |
|
|
2019
Q2 | $306K | Buy |
+9,283
| New | +$306K | 0.27% | 79 |
|