Smallwood Wealth Investment Management’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
Q1 | $2.11M | Buy |
54,482
+1,439
| +3% | +$55.8K | 1.33% | 17 |
|
|
2024
Q4 | $1.93M | Buy |
53,043
+20,769
| +64% | +$755K | 1.32% | 16 |
|
|
2024
Q3 | $1.33M | Buy |
32,274
+559
| +2% | +$23.1K | 0.95% | 19 |
|
|
2024
Q2 | $1.27M | Buy |
31,715
+513
| +2% | +$20.6K | 0.98% | 21 |
|
|
2024
Q1 | $1.28M | Buy |
31,202
+497
| +2% | +$20.4K | 0.99% | 20 |
|
|
2023
Q4 | $1.26M | Buy |
30,705
+753
| +3% | +$30.8K | 1.04% | 20 |
|
|
2023
Q3 | $1.21M | Buy |
29,952
+615
| +2% | +$24.9K | 1.1% | 20 |
|
|
2023
Q2 | $1.18M | Sell |
29,337
-463
| -2% | -$18.6K | 1.05% | 21 |
|
|
2023
Q1 | $1.26M | Sell |
29,800
-203
| -0.7% | -$8.59K | 1.19% | 20 |
|
|
2022
Q4 | $1.3M | Sell |
30,003
-3,113
| -9% | -$135K | 1.1% | 21 |
|
|
2022
Q3 | $1.25M | Buy |
33,116
+801
| +2% | +$30.1K | 1.12% | 21 |
|
|
2022
Q2 | $1.28M | Sell |
32,315
-31
| -0.1% | -$1.23K | 1.3% | 18 |
|
|
2022
Q1 | $1.52M | Sell |
32,346
-363
| -1% | -$17K | 1.43% | 13 |
|
|
2021
Q4 | $1.29M | Buy |
+32,709
| New | +$1.29M | 1.2% | 16 |
|