SFG Wealth Management’s SPDR S&P North American Natural Resources ETF NANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,057
| Closed | -$411K | – | 102 |
|
|
2023
Q4 | $411K | Buy |
8,057
+642
| +9% | +$32.7K | 0.27% | 55 |
|
|
2023
Q3 | $393K | Buy |
7,415
+15
| +0.2% | +$794 | 0.31% | 55 |
|
|
2023
Q2 | $381K | Sell |
7,400
-4,515
| -38% | -$233K | 0.32% | 57 |
|
|
2023
Q1 | $639K | Sell |
11,915
-1,951
| -14% | -$105K | 0.71% | 25 |
|
|
2022
Q4 | $752K | Buy |
13,866
+2,071
| +18% | +$112K | 0.93% | 25 |
|
|
2022
Q3 | $563K | Buy |
+11,795
| New | +$563K | 0.76% | 31 |
|