Loring Wolcott & Coolidge Fiduciary Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,429
| Closed | -$183K | – | 582 |
|
|
2024
Q2 | $183K | Sell |
4,429
-360
| -8% | -$14.9K | ﹤0.01% | 285 |
|
|
2024
Q1 | $199K | Buy |
4,789
+360
| +8% | +$14.9K | ﹤0.01% | 275 |
|
|
2023
Q4 | $170K | Hold |
4,429
| – | – | ﹤0.01% | 291 |
|
|
2023
Q3 | $176K | Buy |
+4,429
| New | +$176K | ﹤0.01% | 299 |
|
|
2019
Q3 | – | Sell |
-19
| Closed | – | – | 696 |
|
|
2019
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 723 |
|