Total Wealth Planning’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
Q1 | – | Sell |
-6,245
| Closed | -$227K | – | 93 |
|
|
2024
Q4 | $227K | Buy |
6,245
+21
| +0.3% | +$764 | 0.04% | 88 |
|
|
2024
Q3 | $257K | Sell |
6,224
-366
| -6% | -$15.1K | 0.04% | 86 |
|
|
2024
Q2 | $272K | Sell |
6,590
-38
| -0.6% | -$1.57K | 0.04% | 85 |
|
|
2024
Q1 | $272K | Buy |
6,628
+10
| +0.2% | +$411 | 0.05% | 85 |
|
|
2023
Q4 | $271K | Sell |
6,618
-164
| -2% | -$6.72K | 0.05% | 82 |
|
|
2023
Q3 | $274K | Buy |
6,782
+106
| +2% | +$4.29K | 0.06% | 77 |
|
|
2023
Q2 | $268K | Sell |
6,676
-581
| -8% | -$23.3K | 0.06% | 75 |
|
|
2023
Q1 | $307K | Sell |
7,257
-1,287
| -15% | -$54.4K | 0.07% | 72 |
|
|
2022
Q4 | $371K | Sell |
8,544
-2,328
| -21% | -$101K | 0.09% | 68 |
|
|
2022
Q3 | $409K | Sell |
10,872
-29,158
| -73% | -$1.1M | 0.12% | 63 |
|
|
2022
Q2 | $1.59M | Sell |
40,030
-12,307
| -24% | -$488K | 0.46% | 34 |
|
|
2022
Q1 | $2.45M | Buy |
+52,337
| New | +$2.45M | 0.66% | 31 |
|