TCPWM
Traverso Chambers Private Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.17M | Buy |
150,707
+1,583
| +1% | +$64.8K | 1.5% | 21 |
|
|
2023
Q3 | $6.03M | Buy |
149,124
+1,112
| +0.8% | +$45K | 1.61% | 19 |
|
|
2023
Q2 | $5.93M | Sell |
148,012
-14
| -0% | -$561 | 1.56% | 20 |
|
|
2023
Q1 | $6.26M | Sell |
148,026
-9,370
| -6% | -$396K | 1.72% | 19 |
|
|
2022
Q4 | $6.84M | Sell |
157,396
-613
| -0.4% | -$26.6K | 1.97% | 15 |
|
|
2022
Q3 | $5.94M | Buy |
158,009
+624
| +0.4% | +$23.5K | 1.82% | 17 |
|
|
2022
Q2 | $6.24M | Sell |
157,385
-2,320
| -1% | -$92K | 2.09% | 14 |
|
|
2022
Q1 | $7.48M | Buy |
159,705
+2,738
| +2% | +$128K | 2.23% | 14 |
|
|
2021
Q4 | $6.2M | Buy |
156,967
+5,576
| +4% | +$220K | 1.84% | 14 |
|
|
2021
Q3 | $5.54M | Buy |
+151,391
| New | +$5.54M | 1.73% | 15 |
|