JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,038
| Closed | -$42.5K | – | 692 |
|
|
2023
Q4 | $42.5K | Hold |
1,038
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $42K | Sell |
1,038
-145
| -12% | -$5.86K | 0.01% | 298 |
|
|
2023
Q2 | $47.4K | Hold |
1,183
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $50K | Hold |
1,183
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $51.4K | Hold |
1,183
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $44K | Sell |
1,183
-96
| -8% | -$3.57K | 0.01% | 286 |
|
|
2022
Q2 | $51K | Sell |
1,279
-127
| -9% | -$5.06K | 0.01% | 276 |
|
|
2022
Q1 | $66K | Buy |
+1,406
| New | +$66K | 0.01% | 262 |
|
|
2016
Q4 | – | Sell |
-767
| Closed | -$21K | – | 833 |
|
|
2016
Q3 | $21K | Buy |
+767
| New | +$21K | ﹤0.01% | 794 |
|