Wealthcare Capital Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-7,106
Closed -$311K 91
2025
Q3
$311K Buy
7,106
+181
+3% +$7.59K 0.03% 71
2025
Q2
$278K Sell
6,925
-721
-9% -$27.8K 0.03% 70
2025
Q1
$297K Sell
7,646
-2,224
-23% -$84.9K 0.03% 71
2024
Q4
$359K Sell
9,870
-676
-6% -$26.7K 0.04% 65
2024
Q3
$435K Sell
10,546
-2,577
-20% -$103K 0.04% 59
2024
Q2
$527K Sell
13,123
-4,262
-25% -$177K 0.06% 51
2024
Q1
$714K Sell
17,385
-6,162
-26% -$241K 0.08% 42
2023
Q4
$964K Sell
23,547
-4,323
-16% -$172K 0.11% 33
2023
Q3
$1.13M Buy
27,870
+2,452
+10% +$101K 0.14% 31
2023
Q2
$1.02M Buy
25,418
+4,325
+21% +$178K 0.12% 31
2023
Q1
$892K Buy
21,093
+3,733
+22% +$163K 0.11% 36
2022
Q4
$755K Sell
17,360
-268
-2% -$11.4K 0.1% 37
2022
Q3
$663K Sell
17,628
-1,873
-10% -$75.3K 0.08% 34
2022
Q2
$774K Sell
19,501
-1,447
-7% -$65.4K 0.08% 32
2022
Q1
$981K Buy
20,948
+2,843
+16% +$124K 0.1% 36
2021
Q4
$715K Buy
18,105
+3,070
+20% +$119K 0.07% 42
2021
Q3
$550K Buy
15,035
+1,030
+7% +$38.4K 0.05% 44
2021
Q2
$536K Buy
14,005
+372
+3% +$14.4K 0.05% 44
2021
Q1
$493K Buy
+13,633
New +$485K 0.05% 41

Other funds holding GUNR