WWM
Willingdon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-611
| Closed | -$20K | – | 325 |
|
|
2019
Q4 | $20K | Hold |
611
| – | – | ﹤0.01% | 218 |
|
|
2019
Q3 | $19K | Buy |
+611
| New | +$19K | ﹤0.01% | 216 |
|
|
2018
Q4 | – | Sell |
-2,714
| Closed | -$92K | – | 367 |
|
|
2018
Q3 | $92K | Buy |
+2,714
| New | +$92K | 0.03% | 166 |
|