Flexshares Tr mornstar upstr shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Flexshares Tr mornstar upstr
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Quarterly reported holdings in Flexshares Tr mornstar upstr by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $411k | 10k | 40.95 |
| 2023-09-30 | $406k | 10k | 40.44 |
| 2023-06-30 | $402k | 10k | 40.07 |
| 2023-03-31 | $424k | 10k | 42.29 |
| 2022-12-31 | $436k | 10k | 43.47 |
| 2022-09-30 | $919k | 24k | 37.61 |
| 2022-06-30 | $969k | 24k | 39.66 |
| 2022-03-31 | $1.1M | 24k | 46.82 |
| 2021-12-31 | $965k | 24k | 39.49 |
| 2021-09-30 | $894k | 24k | 36.59 |
| 2021-06-30 | $936k | 24k | 38.31 |
| 2021-03-31 | $884k | 24k | 36.18 |
| 2020-12-31 | $795k | 24k | 32.54 |
| 2020-09-30 | $678k | 24k | 27.75 |
| 2020-06-30 | $675k | 24k | 27.62 |
| 2020-03-31 | $551k | 24k | 22.55 |
| 2019-12-31 | $1.2M | 36k | 33.53 |
| 2019-09-30 | $1.0M | 33k | 31.15 |
| 2019-06-30 | $925k | 28k | 33.00 |