WWA
WCG Wealth Advisors’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
Q2 | – | Sell |
-249,207
| Closed | -$10.5M | – | 176 |
|
|
2023
Q1 | $10.5M | Buy |
249,207
+12,824
| +5% | +$542K | 1.35% | 23 |
|
|
2022
Q4 | $10.3M | Buy |
236,383
+19,565
| +9% | +$850K | 1.41% | 21 |
|
|
2022
Q3 | $8.74M | Sell |
216,818
-7,005
| -3% | -$283K | 1.16% | 25 |
|
|
2022
Q2 | $8.88M | Buy |
+223,823
| New | +$8.88M | 1.23% | 21 |
|