Northwestern Mutual Wealth Management’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$748 | – | 3787 |
|
|
2024
Q4 | $748 | Buy |
+15
| New | +$748 | ﹤0.01% | 3334 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$36 | – | 3556 |
|
|
2023
Q3 | $36 | Buy |
+1
| New | +$36 | ﹤0.01% | 3233 |
|
|
2019
Q4 | – | Sell |
-763
| Closed | -$25K | – | 2475 |
|
|
2019
Q3 | $25K | Buy |
763
+1
| +0.1% | +$33 | ﹤0.01% | 1653 |
|
|
2019
Q2 | $25K | Hold |
762
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q1 | $24K | Buy |
762
+4
| +0.5% | +$126 | ﹤0.01% | 1637 |
|
|
2018
Q4 | $21K | Hold |
758
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q3 | $25K | Hold |
758
| – | – | ﹤0.01% | 1564 |
|
|
2018
Q2 | $24K | Sell |
758
-489
| -39% | -$15.5K | ﹤0.01% | 1524 |
|
|
2018
Q1 | $37K | Buy |
1,247
+7
| +0.6% | +$208 | ﹤0.01% | 1315 |
|
|
2017
Q4 | $37K | Hold |
1,240
| – | – | ﹤0.01% | 1263 |
|
|
2017
Q3 | $35K | Hold |
1,240
| – | – | ﹤0.01% | 1244 |
|
|
2017
Q2 | $33K | Sell |
1,240
-1,025
| -45% | -$27.3K | ﹤0.01% | 1218 |
|
|
2017
Q1 | $58K | Hold |
2,265
| – | – | ﹤0.01% | 985 |
|
|
2016
Q4 | $54K | Buy |
+2,265
| New | +$54K | ﹤0.01% | 1001 |
|
|
2016
Q3 | – | Sell |
-754
| Closed | -$17K | – | 723 |
|
|
2016
Q2 | $17K | Hold |
754
| – | – | ﹤0.01% | 1216 |
|
|
2016
Q1 | $17K | Buy |
754
+4
| +0.5% | +$90 | ﹤0.01% | 1254 |
|
|
2015
Q4 | $17K | Buy |
750
+550
| +275% | +$12.5K | ﹤0.01% | 1047 |
|
|
2015
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1243 |
|
|
2014
Q3 | – | Sell |
-870
| Closed | -$23K | – | 1387 |
|
|
2014
Q2 | $23K | Buy |
+870
| New | +$23K | ﹤0.01% | 735 |
|