SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-125
| Closed | -$6K | – | 354 |
|
|
2022
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 574 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$5K | – | 598 |
|
|
2021
Q2 | $5K | Sell |
90
-87
| -49% | -$4.83K | ﹤0.01% | 401 |
|
|
2021
Q1 | $9K | Hold |
177
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $8K | Buy |
177
+3
| +2% | +$136 | 0.01% | 261 |
|
|
2020
Q3 | $7K | Hold |
174
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $6K | Buy |
174
+2
| +1% | +$69 | 0.01% | 284 |
|
|
2020
Q1 | $5K | Hold |
172
| – | – | 0.01% | 203 |
|
|
2019
Q4 | $8K | Buy |
172
+4
| +2% | +$186 | 0.01% | 179 |
|
|
2019
Q3 | $7K | Buy |
+168
| New | +$7K | 0.01% | 195 |
|