BFG
RESP

Bouchey Financial Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Bouchey Financial Group’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,635
Closed -$228K – 155
2023
Q4 		$228K Hold
4,635
– – 0.02% 123
2023
Q3 		$205K Buy
+4,635
New +$205K 0.03% 121