Litman Gregory Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $270 | Sell |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $2.68M | Buy |
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|
2020
Q3 | $2.28M | Hold |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $2.87M | Buy |
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|
2019
Q2 | $2.87M | Buy |
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|
2019
Q1 | $2.81M | Buy |
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|
2018
Q4 | $2.29M | Buy |
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|
2018
Q3 | $2.23M | Buy |
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|
2018
Q2 | $110K | Hold |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $108 | Hold |
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|
2017
Q3 | $101K | Buy |
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