TCI Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-219
| Closed | -$9.26K | – | 1044 |
|
2023
Q1 | $9.26K | Hold |
219
| – | – | ﹤0.01% | 1138 |
|
2022
Q4 | $9.52K | Sell |
219
-1,000
| -82% | -$43.5K | ﹤0.01% | 1104 |
|
2022
Q3 | $46K | Hold |
1,219
| – | – | 0.01% | 387 |
|
2022
Q2 | $48K | Hold |
1,219
| – | – | 0.01% | 373 |
|
2022
Q1 | $57K | Buy |
+1,219
| New | +$57K | 0.01% | 371 |
|
2017
Q2 | – | Sell |
-550
| Closed | -$16K | – | 1357 |
|
2017
Q1 | $16K | Sell |
550
-200
| -27% | -$5.82K | 0.01% | 484 |
|
2016
Q4 | $21K | Hold |
750
| – | – | 0.01% | 472 |
|
2016
Q3 | $21K | Hold |
750
| – | – | 0.01% | 441 |
|
2016
Q2 | $20K | Hold |
750
| – | – | 0.01% | 445 |
|
2016
Q1 | $18K | Buy |
+750
| New | +$18K | 0.01% | 460 |
|