Circle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $406K | Hold |
|
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $424K | Hold |
|
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $919K | Hold |
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|
2022
Q2 | $969K | Hold |
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|
2022
Q1 | $1.14M | Hold |
|
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|
2021
Q4 | $965K | Hold |
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|
2021
Q3 | $894K | Hold |
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|
2021
Q2 | $936K | Hold |
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|
2021
Q1 | $884K | Hold |
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|
2020
Q4 | $795K | Hold |
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|
2020
Q3 | $678K | Hold |
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|
2020
Q2 | $675K | Hold |
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|
2020
Q1 | $551K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $925K | Buy |
|