Forza Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Hold |
11,238
| – | – | 0.18% | 125 |
|
|
2025
Q1 | $436K | Hold |
11,238
| – | – | 0.2% | 122 |
|
|
2024
Q4 | $409K | Hold |
11,238
| – | – | 0.19% | 125 |
|
|
2024
Q3 | $464K | Sell |
11,238
-750
| -6% | -$30.9K | 0.21% | 123 |
|
|
2024
Q2 | $481K | Hold |
11,988
| – | – | 0.25% | 110 |
|
|
2024
Q1 | $492K | Hold |
11,988
| – | – | 0.26% | 111 |
|
|
2023
Q4 | $491K | Hold |
11,988
| – | – | 0.27% | 106 |
|
|
2023
Q3 | $485K | Sell |
11,988
-554
| -4% | -$22.4K | 0.25% | 114 |
|
|
2023
Q2 | $503K | Hold |
12,542
| – | – | 0.25% | 115 |
|
|
2023
Q1 | $530K | Hold |
12,542
| – | – | 0.27% | 108 |
|
|
2022
Q4 | $545K | Buy |
+12,542
| New | +$545K | 0.36% | 76 |
|