J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $749K | Sell |
18,509
-10,149
| -35% | -$410K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $1.15M | Sell |
28,658
-10,582
| -27% | -$424K | 0.01% | 726 |
|
|
2023
Q1 | $1.66M | Sell |
39,240
-703
| -2% | -$29.7K | ﹤0.01% | 953 |
|
|
2022
Q4 | $1.74M | Sell |
39,943
-27
| -0.1% | -$1.17K | ﹤0.01% | 905 |
|
|
2022
Q3 | $1.5M | Buy |
39,970
+794
| +2% | +$29.8K | ﹤0.01% | 956 |
|
|
2022
Q2 | $1.55M | Sell |
39,176
-40
| -0.1% | -$1.59K | ﹤0.01% | 932 |
|
|
2022
Q1 | $1.84M | Buy |
39,216
+1,404
| +4% | +$65.7K | ﹤0.01% | 939 |
|
|
2021
Q4 | $1.49M | Sell |
37,812
-7,539
| -17% | -$298K | ﹤0.01% | 1046 |
|
|
2021
Q3 | $1.66M | Buy |
45,351
+15,292
| +51% | +$560K | ﹤0.01% | 978 |
|
|
2021
Q2 | $1.15M | Buy |
+30,059
| New | +$1.15M | ﹤0.01% | 1126 |
|
|
2018
Q4 | – | Sell |
-616,332
| Closed | -$20.9M | – | 1513 |
|
|
2018
Q3 | $20.9M | Sell |
616,332
-653
| -0.1% | -$22.1K | 0.1% | 198 |
|
|
2018
Q2 | $20.9M | Sell |
616,985
-1,902
| -0.3% | -$64.5K | 0.12% | 182 |
|
|
2018
Q1 | $20.2M | Sell |
618,887
-14,837
| -2% | -$483K | 0.14% | 156 |
|
|
2017
Q4 | $21.1M | Buy |
633,724
+16,645
| +3% | +$554K | 0.14% | 156 |
|
|
2017
Q3 | $19.2M | Buy |
617,079
+186
| +0% | +$5.79K | 0.14% | 159 |
|
|
2017
Q2 | $17.6M | Sell |
616,893
-53,531
| -8% | -$1.53M | 0.13% | 161 |
|
|
2017
Q1 | $19.7M | Buy |
670,424
+89,064
| +15% | +$2.62M | 0.15% | 147 |
|
|
2016
Q4 | $16.7M | Buy |
581,360
+67,837
| +13% | +$1.94M | 0.14% | 148 |
|
|
2016
Q3 | $14.1M | Buy |
+513,523
| New | +$14.1M | 0.13% | 160 |
|
|
2016
Q1 | – | Sell |
-43,196
| Closed | -$961K | – | 1264 |
|
|
2015
Q4 | $961K | Buy |
+43,196
| New | +$961K | 0.01% | 535 |
|
|
2015
Q2 | – | Sell |
-6,811
| Closed | -$203K | – | 1087 |
|
|
2015
Q1 | $203K | Buy |
+6,811
| New | +$203K | ﹤0.01% | 1035 |
|