TWM
Tolleson Wealth Management’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,566
| Closed | -$669K | – | 87 |
|
2025
Q1 | $669K | Hold |
12,566
| – | – | 0.13% | 53 |
|
2024
Q4 | $625K | Hold |
12,566
| – | – | 0.13% | 58 |
|
2024
Q3 | $725K | Hold |
12,566
| – | – | 0.14% | 49 |
|
2024
Q2 | $702K | Hold |
12,566
| – | – | 0.14% | 52 |
|
2024
Q1 | $728K | Hold |
12,566
| – | – | 0.14% | 51 |
|
2023
Q4 | $712K | Hold |
12,566
| – | – | 0.15% | 49 |
|
2023
Q3 | $700K | Buy |
+12,566
| New | +$700K | 0.17% | 48 |
|