AIA
RESP

Alera Investment Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Alera Investment Advisors’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-868
Closed -$28K – 1080
2019
Q1 		$28K Buy
+868
New +$28K 0.01% 233