GWA
Guidant Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $96K | Hold |
3,069
| – | – | 0.04% | 144 |
|
|
2019
Q2 | $101K | Buy |
3,069
+27
| +0.9% | +$889 | 0.04% | 146 |
|
|
2019
Q1 | $100K | Buy |
+3,042
| New | +$100K | 0.04% | 143 |
|
|
2017
Q4 | – | Sell |
-1,230
| Closed | -$38K | – | 196 |
|
|
2017
Q3 | $38K | Hold |
1,230
| – | – | 0.03% | 83 |
|
|
2017
Q2 | $35K | Buy |
+1,230
| New | +$35K | 0.02% | 126 |
|