Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,302
| Closed | -$76K | – | 289 |
|
|
2019
Q2 | $76K | Buy |
2,302
+745
| +48% | +$24.6K | 0.01% | 226 |
|
|
2019
Q1 | $51K | Sell |
1,557
-185
| -11% | -$6.06K | 0.01% | 229 |
|
|
2018
Q4 | $51K | Buy |
+1,742
| New | +$51K | 0.01% | 206 |
|
|
2018
Q3 | – | Sell |
-396
| Closed | -$13K | – | 290 |
|
|
2018
Q2 | $13K | Buy |
+396
| New | +$13K | ﹤0.01% | 375 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 654 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 496 |
|