White Lighthouse Investment Management’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,035
| Closed | -$417K | – | 113 |
|
|
2019
Q4 | $417K | Sell |
9,035
-5,785
| -39% | -$267K | 0.15% | 90 |
|
|
2019
Q3 | $638K | Sell |
14,820
-5
| -0% | -$215 | 0.26% | 67 |
|
|
2019
Q2 | $680K | Buy |
14,825
+1,405
| +10% | +$64.4K | 0.28% | 65 |
|
|
2019
Q1 | $620K | Buy |
13,420
+3,540
| +36% | +$164K | 0.28% | 66 |
|
|
2018
Q4 | $407K | Buy |
9,880
+1,000
| +11% | +$41.2K | 0.22% | 77 |
|
|
2018
Q3 | $449K | Buy |
8,880
+1,010
| +13% | +$51.1K | 0.23% | 73 |
|
|
2018
Q2 | $394K | Buy |
7,870
+1,160
| +17% | +$58.1K | 0.22% | 78 |
|
|
2018
Q1 | $325K | Buy |
6,710
+605
| +10% | +$29.3K | 0.19% | 91 |
|
|
2017
Q4 | $300K | Buy |
+6,105
| New | +$300K | 0.17% | 93 |
|