IAG Wealth Partners’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 | $5.31M | Buy |
132,394
+30,703
| +30% | +$1.23M | 0.7% | 32 |
|
2025
Q1 | $3.95M | Sell |
101,691
-78,855
| -44% | -$3.06M | 0.61% | 38 |
|
2024
Q4 | $6.56M | Buy |
180,546
+13,745
| +8% | +$500K | 1.16% | 24 |
|
2024
Q3 | $6.88M | Buy |
166,801
+16,888
| +11% | +$697K | 1.27% | 23 |
|
2024
Q2 | $6.02M | Buy |
149,913
+26,153
| +21% | +$1.05M | 1.21% | 24 |
|
2024
Q1 | $5.08M | Buy |
123,760
+15,348
| +14% | +$630K | 1.09% | 23 |
|
2023
Q4 | $4.44M | Buy |
108,412
+108,038
| +28,887% | +$4.42M | 1.01% | 25 |
|
2023
Q3 | $15.1K | Hold |
374
| – | – | ﹤0.01% | 252 |
|
2023
Q2 | $15K | Buy |
+374
| New | +$15K | ﹤0.01% | 267 |
|