CLA (CliftonLarsonAllen) Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-76,193
| Closed | -$2.27M | – | 164 |
|
|
2015
Q1 | $2.27M | Sell |
76,193
-1,393
| -2% | -$41.6K | 0.51% | 31 |
|
|
2014
Q4 | $2.38M | Sell |
77,586
-2,327
| -3% | -$71.3K | 0.51% | 29 |
|
|
2014
Q3 | $2.75M | Sell |
79,913
-3,964
| -5% | -$136K | 0.59% | 30 |
|
|
2014
Q2 | $3.14M | Sell |
83,877
-2,486
| -3% | -$92.9K | 0.62% | 32 |
|
|
2014
Q1 | $3.03M | Buy |
86,363
+810
| +0.9% | +$28.4K | 0.67% | 31 |
|
|
2013
Q4 | $2.94M | Buy |
+85,553
| New | +$2.94M | 0.74% | 31 |
|