Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Buy |
+402
| New | +$16.1K | ﹤0.01% | 500 |
|
|
2024
Q4 | – | Sell |
-67
| Closed | -$2.75K | – | 951 |
|
|
2024
Q3 | $2.75K | Buy |
+67
| New | +$2.75K | ﹤0.01% | 734 |
|
|
2023
Q3 | – | Sell |
-1,281
| Closed | -$51.3K | – | 814 |
|
|
2023
Q2 | $51.3K | Hold |
1,281
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $54.2K | Hold |
1,281
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $55.7K | Hold |
1,281
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $48K | Sell |
1,281
-1,078
| -46% | -$40.4K | 0.01% | 315 |
|
|
2022
Q2 | $94K | Hold |
2,359
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $110K | Buy |
2,359
+1,079
| +84% | +$50.3K | 0.02% | 217 |
|
|
2021
Q4 | $51K | Buy |
+1,280
| New | +$51K | 0.01% | 356 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 939 |
|
|
2020
Q3 | – | Sell |
-311
| Closed | -$9K | – | 882 |
|
|
2020
Q2 | $9K | Buy |
+311
| New | +$9K | ﹤0.01% | 531 |
|
|
2019
Q1 | – | Sell |
-171
| Closed | -$5K | – | 844 |
|
|
2018
Q4 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 597 |
|
|
2017
Q3 | – | Sell |
-105
| Closed | -$3K | – | 825 |
|
|
2017
Q2 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 714 |
|
|
2017
Q1 | – | Sell |
-225
| Closed | -$6K | – | 929 |
|
|
2016
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 671 |
|
|
2016
Q3 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 654 |
|
|
2015
Q4 | – | Sell |
-5,795
| Closed | -$136K | – | 966 |
|
|
2015
Q3 | $136K | Buy |
+5,795
| New | +$136K | 0.11% | 145 |
|