EWM
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-378
| Closed | -$12K | – | 915 |
|
|
2017
Q3 | $12K | Hold |
378
| – | – | ﹤0.01% | 772 |
|
|
2017
Q2 | $11K | Sell |
378
-850
| -69% | -$24.7K | ﹤0.01% | 804 |
|
|
2017
Q1 | $36K | Hold |
1,228
| – | – | ﹤0.01% | 651 |
|
|
2016
Q4 | $35K | Hold |
1,228
| – | – | ﹤0.01% | 660 |
|
|
2016
Q3 | $34K | Hold |
1,228
| – | – | ﹤0.01% | 678 |
|
|
2016
Q2 | $32K | Buy |
+1,228
| New | +$32K | ﹤0.01% | 671 |
|