Flexshares Tr mornstar upstr shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Flexshares Tr mornstar upstr
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Quarterly reported holdings in Flexshares Tr mornstar upstr by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 53k | 36.36 |
| 2024-09-30 | $1.3M | 32k | 41.25 |
| 2024-06-30 | $1.3M | 32k | 40.14 |
| 2024-03-31 | $1.3M | 31k | 41.07 |
| 2023-12-31 | $1.3M | 31k | 40.95 |
| 2023-09-30 | $1.2M | 30k | 40.44 |
| 2023-06-30 | $1.2M | 29k | 40.07 |
| 2023-03-31 | $1.3M | 30k | 42.29 |
| 2022-12-31 | $1.3M | 30k | 43.47 |
| 2022-09-30 | $1.2M | 33k | 37.60 |
| 2022-06-30 | $1.3M | 32k | 39.67 |
| 2022-03-31 | $1.5M | 32k | 46.84 |
| 2021-12-31 | $1.3M | 33k | 39.50 |
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