Concord Wealth Partners’s SPDR S&P North American Natural Resources ETF NANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95K | Hold |
87
| – | – | ﹤0.01% | 634 |
|
|
2025
Q1 | $4.8K | Hold |
87
| – | – | ﹤0.01% | 590 |
|
|
2024
Q4 | $4.42K | Buy |
87
+2
| +2% | +$102 | ﹤0.01% | 616 |
|
|
2024
Q3 | $4.84K | Hold |
85
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $4.65K | Hold |
85
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $4.62K | Hold |
85
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $4.32K | Buy |
85
+1
| +1% | +$51 | ﹤0.01% | 650 |
|
|
2023
Q3 | $4.42K | Hold |
84
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $4.3K | Buy |
84
+2
| +2% | +$102 | ﹤0.01% | 735 |
|
|
2023
Q1 | $4.42K | Hold |
82
| – | – | ﹤0.01% | 690 |
|
|
2022
Q4 | $4.47K | Buy |
+82
| New | +$4.47K | ﹤0.01% | 788 |
|
|
2022
Q3 | – | Sell |
-1,081
| Closed | -$53K | – | 762 |
|
|
2022
Q2 | $53K | Buy |
1,081
+1,001
| +1,251% | +$49.1K | 0.01% | 362 |
|
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 908 |
|
|
2021
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 998 |
|