Visionary 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-49,246
| Closed | -$2.02M | – | 489 |
|
2023
Q4 | $2.02M | Buy |
49,246
+5,456
| +12% | +$223K | 0.15% | 154 |
|
2023
Q3 | $1.77M | Buy |
43,790
+1,722
| +4% | +$69.6K | 0.14% | 153 |
|
2023
Q2 | $1.69M | Buy |
42,068
+7,221
| +21% | +$289K | 0.13% | 154 |
|
2023
Q1 | $1.47M | Buy |
34,847
+14,036
| +67% | +$594K | 0.12% | 161 |
|
2022
Q4 | $905K | Buy |
+20,811
| New | +$905K | 0.08% | 190 |
|