Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
120,632
+44,505
| +58% | +$2.52M | 0.05% | 349 |
|
|
2025
Q1 | $4.23M | Buy |
76,127
+74,671
| +5,129% | +$4.15M | 0.04% | 444 |
|
|
2024
Q4 | $74.4K | Sell |
1,456
-5
| -0.3% | -$256 | ﹤0.01% | 2129 |
|
|
2024
Q3 | $82.7K | Buy |
1,461
+1,308
| +855% | +$74.1K | ﹤0.01% | 1976 |
|
|
2024
Q2 | $8.33K | Buy |
153
+9
| +6% | +$490 | ﹤0.01% | 2881 |
|
|
2024
Q1 | $7.86K | Hold |
144
| – | – | ﹤0.01% | 2899 |
|
|
2023
Q4 | $7.34K | Hold |
144
| – | – | ﹤0.01% | 2824 |
|
|
2023
Q3 | $7.62K | Hold |
144
| – | – | ﹤0.01% | 2683 |
|
|
2023
Q2 | $7.42K | Hold |
144
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q1 | $7.72K | Buy |
+144
| New | +$7.72K | ﹤0.01% | 2638 |
|
|
2021
Q2 | – | Sell |
-412
| Closed | -$15.9K | – | 7286 |
|
|
2021
Q1 | $15.9K | Buy |
+412
| New | +$15.9K | ﹤0.01% | 2575 |
|
|
2020
Q3 | – | Sell |
-87
| Closed | -$3K | – | 2811 |
|
|
2020
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 2395 |
|
|
2020
Q1 | $1K | Sell |
87
-236
| -73% | -$2.71K | ﹤0.01% | 2403 |
|
|
2019
Q4 | $10K | Hold |
323
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q3 | $10K | Buy |
323
+87
| +37% | +$2.69K | ﹤0.01% | 1992 |
|
|
2019
Q2 | $7K | Buy |
+236
| New | +$7K | ﹤0.01% | 2122 |
|
|
2018
Q3 | – | Sell |
-161
| Closed | -$6K | – | 2656 |
|
|
2018
Q2 | $6K | Buy |
+161
| New | +$6K | ﹤0.01% | 1939 |
|