Kingsview Wealth Management’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
Q1 | – | Sell |
-83,420
| Closed | -$3.03M | – | 1131 |
|
2024
Q4 | $3.03M | Buy |
+83,420
| New | +$3.03M | 0.06% | 297 |
|
2022
Q3 | – | Sell |
-23,418
| Closed | -$929K | – | 843 |
|
2022
Q2 | $929K | Sell |
23,418
-13,039
| -36% | -$517K | 0.04% | 388 |
|
2022
Q1 | $1.71M | Sell |
36,457
-32,337
| -47% | -$1.51M | 0.08% | 265 |
|
2021
Q4 | $2.72M | Buy |
68,794
+38,017
| +124% | +$1.5M | 0.11% | 189 |
|
2021
Q3 | $1.13M | Buy |
30,777
+582
| +2% | +$21.3K | 0.05% | 338 |
|
2021
Q2 | $1.16M | Buy |
30,195
+20,913
| +225% | +$804K | 0.06% | 333 |
|
2021
Q1 | $340K | Buy |
9,282
+1,001
| +12% | +$36.7K | 0.02% | 601 |
|
2020
Q4 | $269K | Sell |
8,281
-38,070
| -82% | -$1.24M | 0.02% | 576 |
|
2020
Q3 | $1.29M | Buy |
46,351
+14,751
| +47% | +$410K | 0.12% | 191 |
|
2020
Q2 | $873K | Buy |
+31,600
| New | +$873K | 0.09% | 223 |
|
2020
Q1 | – | Sell |
-56,760
| Closed | -$1.9M | – | 498 |
|
2019
Q4 | $1.9M | Sell |
56,760
-300
| -0.5% | -$10.1K | 0.24% | 117 |
|
2019
Q3 | $1.78M | Buy |
57,060
+675
| +1% | +$21K | 0.28% | 104 |
|
2019
Q2 | $1.86M | Sell |
56,385
-775
| -1% | -$25.6K | 0.31% | 86 |
|
2019
Q1 | $1.87M | Buy |
57,160
+3,822
| +7% | +$125K | 0.28% | 100 |
|
2018
Q4 | $1.56M | Buy |
53,338
+10,505
| +25% | +$308K | 0.34% | 93 |
|
2018
Q3 | $1.45M | Buy |
42,833
+925
| +2% | +$31.3K | 0.29% | 106 |
|
2018
Q2 | $1.42M | Buy |
+41,908
| New | +$1.42M | 0.34% | 95 |
|