Steward Partners Investment Advisory’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 | $14K | Hold |
350
| – | – | ﹤0.01% | 3055 |
|
|
2025
Q1 | $13.6K | Hold |
350
| – | – | ﹤0.01% | 2964 |
|
|
2024
Q4 | $12.7K | Hold |
350
| – | – | ﹤0.01% | 2996 |
|
|
2024
Q3 | $14.4K | Hold |
350
| – | – | ﹤0.01% | 2799 |
|
|
2024
Q2 | $14K | Hold |
350
| – | – | ﹤0.01% | 2662 |
|
|
2024
Q1 | $14.4K | Sell |
350
-246
| -41% | -$10.1K | ﹤0.01% | 2655 |
|
|
2023
Q4 | $24.4K | Sell |
596
-300
| -33% | -$12.3K | ﹤0.01% | 2311 |
|
|
2023
Q3 | $36.2K | Sell |
896
-654
| -42% | -$26.4K | ﹤0.01% | 2056 |
|
|
2023
Q2 | $62.1K | Sell |
1,550
-995
| -39% | -$39.9K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $108K | Buy |
2,545
+1,370
| +117% | +$57.9K | ﹤0.01% | 1558 |
|
|
2022
Q4 | $51.1K | Buy |
1,175
+525
| +81% | +$22.8K | ﹤0.01% | 1830 |
|
|
2022
Q3 | $24K | Hold |
650
| – | – | ﹤0.01% | 2139 |
|
|
2022
Q2 | $26K | Hold |
650
| – | – | ﹤0.01% | 2111 |
|
|
2022
Q1 | $30K | Buy |
650
+300
| +86% | +$13.8K | ﹤0.01% | 2171 |
|
|
2021
Q4 | $14K | Hold |
350
| – | – | ﹤0.01% | 2469 |
|
|
2021
Q3 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 2504 |
|
|
2019
Q4 | – | Sell |
-308
| Closed | -$9K | – | 2649 |
|
|
2019
Q3 | $9K | Buy |
+308
| New | +$9K | ﹤0.01% | 2037 |
|