Flexshares Tr mornstar upstr shares owned by Herold Advisors
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Flexshares Tr mornstar upstr
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Quarterly reported holdings in Flexshares Tr mornstar upstr by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 25k | 40.95 |
| 2023-09-30 | $1.1M | 27k | 40.44 |
| 2023-06-30 | $1.1M | 27k | 40.07 |
| 2023-03-31 | $837k | 20k | 42.29 |
| 2022-12-31 | $859k | 20k | 43.47 |
| 2022-09-30 | $738k | 20k | 37.59 |
| 2022-06-30 | $786k | 20k | 39.66 |
| 2022-03-31 | $496k | 11k | 46.83 |
| 2021-09-30 | $52k | 1.4k | 36.49 |