Flexshares Tr mornstar upstr shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Flexshares Tr mornstar upstr
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr mornstar upstr held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Flexshares Tr mornstar upstr by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $237k | 6.5k | 36.36 |
| 2024-09-30 | $275k | 6.7k | 41.25 |
| 2024-06-30 | $277k | 6.9k | 40.14 |
| 2024-03-31 | $290k | 7.1k | 41.07 |
| 2023-12-31 | $326k | 8.0k | 40.95 |
| 2023-09-30 | $331k | 8.2k | 40.44 |
| 2023-06-30 | $347k | 8.9k | 39.02 |
| 2023-03-31 | $382k | 9.0k | 42.29 |
| 2022-12-31 | $393k | 9.0k | 43.47 |
| 2022-09-30 | $340k | 9.0k | 37.62 |
| 2022-06-30 | $358k | 9.0k | 39.61 |
| 2022-03-31 | $430k | 9.2k | 46.88 |
| 2021-12-31 | $33k | 837 | 39.43 |
| 2021-09-30 | $7.0k | 203 | 34.48 |
More positions owned by AllSquare Wealth Management
View all positions for AllSquare Wealth Management