Jones Financial Companies’s SPDR S&P North American Natural Resources ETF NANR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
7,104
+2,343
| +49% | +$132K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $263K | Buy |
4,761
+1,084
| +29% | +$59.8K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $188K | Buy |
3,677
+354
| +11% | +$18.1K | ﹤0.01% | 1385 |
|
|
2024
Q3 | $189K | Buy |
3,323
+3,168
| +2,044% | +$180K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $8.44K | Buy |
+155
| New | +$8.44K | ﹤0.01% | 1805 |
|
|
2024
Q1 | – | Sell |
-2,814
| Closed | -$144K | – | 1419 |
|
|
2023
Q4 | $144K | Buy |
+2,814
| New | +$144K | ﹤0.01% | 367 |
|