JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$41K | – | 572 |
|
|
2020
Q2 | $41K | Buy |
+1,500
| New | +$41K | 0.01% | 247 |
|
|
2015
Q3 | – | Sell |
-1,300
| Closed | -$39K | – | 517 |
|
|
2015
Q2 | $39K | Hold |
1,300
| – | – | 0.02% | 206 |
|
|
2015
Q1 | $39K | Hold |
1,300
| – | – | 0.02% | 204 |
|
|
2014
Q4 | $40K | Hold |
1,300
| – | – | 0.01% | 209 |
|
|
2014
Q3 | $45K | Hold |
1,300
| – | – | 0.01% | 192 |
|
|
2014
Q2 | $49K | Buy |
+1,300
| New | +$49K | 0.01% | 189 |
|