MWM
Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,660
| Closed | -$2.06M | – | 218 |
|
|
2024
Q3 | $2.06M | Buy |
+35,660
| New | +$2.06M | 0.08% | 76 |
|
|
2018
Q2 | – | Sell |
-54,685
| Closed | -$2.65M | – | 185 |
|
|
2018
Q1 | $2.65M | Buy |
54,685
+1,422
| +3% | +$68.8K | 0.7% | 34 |
|
|
2017
Q4 | $2.61M | Buy |
53,263
+1,860
| +4% | +$91.3K | 0.64% | 44 |
|
|
2017
Q3 | $2.36M | Buy |
+51,403
| New | +$2.36M | 0.56% | 48 |
|
|
2017
Q2 | – | Sell |
-67,117
| Closed | -$2.85M | – | 128 |
|
|
2017
Q1 | $2.85M | Sell |
67,117
-649
| -1% | -$27.6K | 0.69% | 41 |
|
|
2016
Q4 | $2.79M | Sell |
67,766
-903
| -1% | -$37.1K | 0.76% | 32 |
|
|
2016
Q3 | $2.69M | Sell |
68,669
-551
| -0.8% | -$21.6K | 0.55% | 55 |
|
|
2016
Q2 | $2.57M | Sell |
69,220
-1,589
| -2% | -$59K | 0.72% | 40 |
|
|
2016
Q1 | $2.48M | Buy |
+70,809
| New | +$2.48M | 2.31% | 12 |
|