Bartlett & Co Wealth Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-165	Closed	-$8.14K	–	1227
2023 Q4	$8.14K	Hold	165	–	–	﹤0.01%	1031
2023 Q3	$7.29K	Hold	165	–	–	﹤0.01%	962
2023 Q2	$7.58K	Hold	165	–	–	﹤0.01%	951
2023 Q1	$7.11K	Hold	165	–	–	﹤0.01%	853
2022 Q4	$6.78K	Hold	165	–	–	﹤0.01%	878
2022 Q3	$6.31K	Hold	165	–	–	﹤0.01%	887
2022 Q2	$6.72K	Hold	165	–	–	﹤0.01%	957
2022 Q1	$7.97K	Buy	+165	New	+$7.97K	﹤0.01%	859
2021 Q4	–	Sell	-165	Closed	-$7.71K	–	926
2021 Q3	$7.71K	Hold	165	–	–	﹤0.01%	729
2021 Q2	$7.72K	Hold	165	–	–	﹤0.01%	718
2021 Q1	$7.25K	Hold	165	–	–	﹤0.01%	763
2020 Q4	$6.73K	Hold	165	–	–	﹤0.01%	767
2020 Q3	$6.02K	Hold	165	–	–	﹤0.01%	718
2020 Q2	$5.53K	Hold	165	–	–	﹤0.01%	733
2020 Q1	$4.53K	Hold	165	–	–	﹤0.01%	730
2019 Q4	$6.09K	Hold	165	–	–	﹤0.01%	755
2019 Q3	$5.59K	Hold	165	–	–	﹤0.01%	769
2019 Q2	$5.5K	Hold	165	–	–	﹤0.01%	625
2019 Q1	$5.33K	Hold	165	–	–	﹤0.01%	610
2018 Q4	$4.69K	Hold	165	–	–	﹤0.01%	623
2018 Q3	$5.53K	Hold	165	–	–	﹤0.01%	635
2018 Q2	$5.22K	Hold	165	–	–	﹤0.01%	634
2018 Q1	$5.14K	Buy	+165	New	+$5.14K	﹤0.01%	655