LWA
Lowe Wealth Advisors’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Hold |
270
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $14.4K | Hold |
270
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $13.4K | Hold |
270
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $15.6K | Hold |
270
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $15.1K | Sell |
270
-165
| -38% | -$9.22K | 0.01% | 191 |
|
|
2024
Q1 | $25.2K | Sell |
435
-4,190
| -91% | -$243K | 0.01% | 150 |
|
|
2023
Q4 | $262K | Sell |
4,625
-455
| -9% | -$25.8K | 0.13% | 44 |
|
|
2023
Q3 | $283K | Sell |
5,080
-3,950
| -44% | -$220K | 0.15% | 39 |
|
|
2023
Q2 | $487K | Sell |
9,030
-475
| -5% | -$25.6K | 0.25% | 31 |
|
|
2023
Q1 | $543K | Sell |
9,505
-3,630
| -28% | -$207K | 0.29% | 27 |
|
|
2022
Q4 | $749K | Buy |
13,135
+175
| +1% | +$9.98K | 0.41% | 21 |
|
|
2022
Q3 | $641K | Sell |
12,960
-775
| -6% | -$38.3K | 0.38% | 24 |
|
|
2022
Q2 | $715K | Sell |
13,735
-1,455
| -10% | -$75.7K | 0.39% | 24 |
|
|
2022
Q1 | $954K | Buy |
15,190
+1,910
| +14% | +$120K | 0.43% | 25 |
|
|
2021
Q4 | $717K | Buy |
13,280
+1,700
| +15% | +$91.8K | 0.32% | 27 |
|
|
2021
Q3 | $595K | Buy |
11,580
+1,660
| +17% | +$85.3K | 0.28% | 26 |
|
|
2021
Q2 | $526K | Buy |
+9,920
| New | +$526K | 0.25% | 26 |
|