SWM
Stapp Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-69,940
| Closed | -$2.86M | – | 22 |
|
|
2023
Q4 | $2.86M | Sell |
69,940
-1,869
| -3% | -$76.5K | 4.81% | 7 |
|
|
2023
Q3 | $2.9M | Sell |
71,809
-174
| -0.2% | -$7.04K | 5.59% | 5 |
|
|
2023
Q2 | $2.88M | Buy |
71,983
+91
| +0.1% | +$3.65K | 5.71% | 6 |
|
|
2023
Q1 | $3.04M | Buy |
71,892
+17,090
| +31% | +$723K | 4.17% | 7 |
|
|
2022
Q4 | $2.38M | Sell |
54,802
-441
| -0.8% | -$19.2K | 5.71% | 7 |
|
|
2022
Q3 | $2.08M | Buy |
+55,243
| New | +$2.08M | 6.06% | 7 |
|