Flexshares Tr mornstar upstr shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Flexshares Tr mornstar upstr
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Quarterly reported holdings in Flexshares Tr mornstar upstr by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $350k | 8.6k | 40.95 |
| 2023-09-30 | $334k | 8.3k | 40.44 |
| 2023-06-30 | $331k | 8.3k | 40.07 |
| 2023-03-31 | $350k | 8.3k | 42.29 |
| 2022-12-31 | $359k | 8.3k | 43.44 |
| 2022-09-30 | $311k | 8.3k | 37.63 |
| 2022-06-30 | $328k | 8.3k | 39.69 |
| 2022-03-31 | $387k | 8.3k | 46.82 |
| 2021-12-31 | $326k | 8.3k | 39.44 |