Evensky & Katz’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-62
| Closed | -$2K | – | 103 |
|
|
2019
Q3 | $2K | Buy |
62
+1
| +2% | +$32 | ﹤0.01% | 111 |
|
|
2019
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 108 |
|
|
2019
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 111 |
|
|
2018
Q4 | $1K | Hold |
61
| – | – | ﹤0.01% | 71 |
|
|
2018
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 63 |
|
|
2018
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 62 |
|
|
2018
Q1 | $1K | Hold |
61
| – | – | ﹤0.01% | 60 |
|
|
2017
Q4 | $1K | Hold |
61
| – | – | ﹤0.01% | 49 |
|
|
2017
Q3 | $1K | Sell |
61
-1,154
| -95% | -$18.9K | ﹤0.01% | 49 |
|
|
2017
Q2 | $32K | Hold |
1,215
| – | – | 0.01% | 41 |
|
|
2017
Q1 | $31K | Sell |
1,215
-207
| -15% | -$5.28K | 0.01% | 40 |
|
|
2016
Q4 | $34K | Sell |
1,422
-1,841
| -56% | -$44K | 0.01% | 39 |
|
|
2016
Q3 | $76K | Sell |
3,263
-8,372
| -72% | -$195K | 0.02% | 36 |
|
|
2016
Q2 | $258K | Sell |
11,635
-235,066
| -95% | -$5.21M | 0.06% | 37 |
|
|
2016
Q1 | $5.43M | Sell |
246,701
-29,659
| -11% | -$653K | 1.27% | 14 |
|
|
2015
Q4 | $6.42M | Sell |
276,360
-36,332
| -12% | -$844K | 1.54% | 15 |
|
|
2015
Q3 | $7.27M | Sell |
312,692
-17,479
| -5% | -$406K | 2% | 13 |
|
|
2015
Q2 | $8.7M | Sell |
330,171
-22,923
| -6% | -$604K | 2.29% | 13 |
|
|
2015
Q1 | $9.27M | Sell |
353,094
-26,820
| -7% | -$704K | 2.5% | 12 |
|
|
2014
Q4 | $9.93M | Sell |
379,914
-1,487
| -0.4% | -$38.9K | 2.96% | 11 |
|
|
2014
Q3 | $10M | Buy |
+381,401
| New | +$10M | 3.02% | 11 |
|