Sweet Financial Partners’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
Q3 | $6.73M | Sell |
118,771
-2,443
| -2% | -$138K | 1.46% | 13 |
|
|
2024
Q2 | $6.6M | Sell |
121,214
-1,607
| -1% | -$87.5K | 1.51% | 14 |
|
|
2024
Q1 | $6.7M | Buy |
122,821
+24,447
| +25% | +$1.33M | 1.55% | 13 |
|
|
2023
Q4 | $5.02M | Sell |
98,374
-7,444
| -7% | -$380K | 1.19% | 15 |
|
|
2023
Q3 | $5.6M | Buy |
105,818
+2,468
| +2% | +$131K | 1.48% | 14 |
|
|
2023
Q2 | $5.32M | Sell |
103,350
-695
| -0.7% | -$35.8K | 1.39% | 14 |
|
|
2023
Q1 | $5.58M | Sell |
104,045
-1,258
| -1% | -$67.5K | 1.54% | 13 |
|
|
2022
Q4 | $5.71M | Buy |
105,303
+330
| +0.3% | +$17.9K | 1.68% | 12 |
|
|
2022
Q3 | $5.01M | Buy |
104,973
+10,716
| +11% | +$511K | 1.59% | 13 |
|
|
2022
Q2 | $4.64M | Buy |
+94,257
| New | +$4.64M | 1.45% | 13 |
|