Wealthcare Capital Management’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
Q2 | $278K | Sell |
6,925
-721
| -9% | -$28.9K | 0.03% | 70 |
|
|
2025
Q1 | $297K | Sell |
7,646
-2,224
| -23% | -$86.3K | 0.03% | 71 |
|
|
2024
Q4 | $359K | Sell |
9,870
-676
| -6% | -$24.6K | 0.04% | 65 |
|
|
2024
Q3 | $435K | Sell |
10,546
-2,577
| -20% | -$106K | 0.04% | 59 |
|
|
2024
Q2 | $527K | Sell |
13,123
-4,262
| -25% | -$171K | 0.06% | 51 |
|
|
2024
Q1 | $714K | Sell |
17,385
-6,162
| -26% | -$253K | 0.08% | 42 |
|
|
2023
Q4 | $964K | Sell |
23,547
-4,323
| -16% | -$177K | 0.11% | 33 |
|
|
2023
Q3 | $1.13M | Buy |
27,870
+2,452
| +10% | +$99.2K | 0.14% | 31 |
|
|
2023
Q2 | $1.02M | Buy |
25,418
+4,325
| +21% | +$173K | 0.12% | 31 |
|
|
2023
Q1 | $892K | Buy |
21,093
+3,733
| +22% | +$158K | 0.11% | 36 |
|
|
2022
Q4 | $755K | Sell |
17,360
-268
| -2% | -$11.7K | 0.1% | 37 |
|
|
2022
Q3 | $663K | Sell |
17,628
-1,873
| -10% | -$70.4K | 0.08% | 34 |
|
|
2022
Q2 | $774K | Sell |
19,501
-1,447
| -7% | -$57.4K | 0.08% | 32 |
|
|
2022
Q1 | $981K | Buy |
20,948
+2,843
| +16% | +$133K | 0.1% | 36 |
|
|
2021
Q4 | $715K | Buy |
18,105
+3,070
| +20% | +$121K | 0.07% | 42 |
|
|
2021
Q3 | $550K | Buy |
15,035
+1,030
| +7% | +$37.7K | 0.05% | 44 |
|
|
2021
Q2 | $536K | Buy |
14,005
+372
| +3% | +$14.2K | 0.05% | 44 |
|
|
2021
Q1 | $493K | Buy |
+13,633
| New | +$493K | 0.05% | 41 |
|