FWM
FFT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
5,851
| – | – | 0.05% | 93 |
|
|
2025
Q1 | $227K | Sell |
5,851
-1,319
| -18% | -$51.2K | 0.05% | 93 |
|
|
2024
Q4 | $261K | Hold |
7,170
| – | – | 0.02% | 161 |
|
|
2024
Q3 | $296K | Sell |
7,170
-4,966
| -41% | -$205K | 0.02% | 135 |
|
|
2024
Q2 | $487K | Hold |
12,136
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $498K | Sell |
12,136
-4,521
| -27% | -$186K | 0.04% | 76 |
|
|
2023
Q4 | $682K | Hold |
16,657
| – | – | 0.06% | 53 |
|
|
2023
Q3 | $674K | Buy |
16,657
+6,656
| +67% | +$269K | 0.09% | 40 |
|
|
2023
Q2 | $401K | Hold |
10,001
| – | – | 0.05% | 52 |
|
|
2023
Q1 | $423K | Hold |
10,001
| – | – | 0.05% | 47 |
|
|
2022
Q4 | $435K | Hold |
10,001
| – | – | 0.06% | 41 |
|
|
2022
Q3 | $376K | Buy |
+10,001
| New | +$376K | 0.05% | 44 |
|