Financial Advocates Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-52,818
| Closed | -$2.23M | – | 724 |
|
2023
Q1 | $2.23M | Buy |
52,818
+65
| +0.1% | +$2.75K | 0.16% | 147 |
|
2022
Q4 | $2.29M | Sell |
52,753
-494
| -0.9% | -$21.5K | 0.17% | 145 |
|
2022
Q3 | $2M | Buy |
+53,247
| New | +$2M | 0.17% | 145 |
|
2018
Q4 | – | Sell |
-12,105
| Closed | -$410K | – | 459 |
|
2018
Q3 | $410K | Sell |
12,105
-727
| -6% | -$24.6K | 0.05% | 318 |
|
2018
Q2 | $430K | Buy |
12,832
+727
| +6% | +$24.4K | 0.05% | 288 |
|
2018
Q1 | $394K | Buy |
+12,105
| New | +$394K | 0.05% | 303 |
|