TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $10K | Sell |
364
-222
| -38% | -$6.1K | ﹤0.01% | 469 |
|
|
2020
Q1 | $13K | Hold |
586
| – | – | 0.01% | 419 |
|
|
2019
Q4 | $20K | Sell |
586
-142
| -20% | -$4.85K | 0.01% | 379 |
|
|
2019
Q3 | $23K | Hold |
728
| – | – | 0.01% | 350 |
|
|
2019
Q2 | $24K | Sell |
728
-25
| -3% | -$824 | 0.01% | 348 |
|
|
2019
Q1 | $25K | Sell |
753
-339
| -31% | -$11.3K | 0.01% | 342 |
|
|
2018
Q4 | $32K | Hold |
1,092
| – | – | 0.02% | 304 |
|
|
2018
Q3 | $37K | Hold |
1,092
| – | – | 0.02% | 308 |
|
|
2018
Q2 | $37K | Hold |
1,092
| – | – | 0.02% | 301 |
|
|
2018
Q1 | $36K | Hold |
1,092
| – | – | 0.02% | 293 |
|
|
2017
Q4 | $36K | Buy |
+1,092
| New | +$36K | 0.02% | 320 |
|