Bank of America’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $87.9K | Sell |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $503K | Buy |
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|
2022
Q2 | $64K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $308K | Buy |
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|
2019
Q4 | $414K | Sell |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $413K | Sell |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $548K | Sell |
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|
2018
Q2 | $529K | Sell |
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|
2018
Q1 | $852K | Buy |
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|
2017
Q4 | $870K | Sell |
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|
2017
Q3 | $949K | Sell |
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|
2017
Q2 | $1.45M | Buy |
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|
2017
Q1 | $1.38M | Sell |
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|
2016
Q4 | $2.5M | Sell |
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|
2016
Q3 | $2.54M | Buy |
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|
2016
Q2 | $2.34M | Sell |
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|
2016
Q1 | $2.5M | Sell |
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|
2015
Q4 | $2.69M | Buy |
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|
2015
Q3 | $2.52M | Buy |
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|
2015
Q2 | $2.56M | Buy |
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|
2015
Q1 | $2.21M | Sell |
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|
2014
Q4 | $4.84M | Buy |
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|
2014
Q3 | $2.38M | Buy |
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|
2014
Q2 | $1.57M | Sell |
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|
2014
Q1 | $1.52M | Buy |
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|
2013
Q4 | $1.22M | Buy |
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|
2013
Q3 | $1.05M | Buy |
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|
2013
Q2 | $871K | Buy |
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