Cambridge Investment Research Advisors’s WisdomTree International ESG Fund RESD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,244
| Closed | -$594K | – | 3234 |
|
|
2021
Q2 | $594K | Buy |
19,244
+5,486
| +40% | +$169K | ﹤0.01% | 1921 |
|
|
2021
Q1 | $406K | Buy |
+13,758
| New | +$406K | ﹤0.01% | 2047 |
|
|
2020
Q3 | – | Sell |
-463,721
| Closed | -$11.4M | – | 2622 |
|
|
2020
Q2 | $11.4M | Sell |
463,721
-109,821
| -19% | -$2.69M | 0.09% | 236 |
|
|
2020
Q1 | $12.3M | Buy |
573,542
+75,839
| +15% | +$1.63M | 0.12% | 174 |
|
|
2019
Q4 | $13.1M | Buy |
497,703
+28,237
| +6% | +$742K | 0.1% | 207 |
|
|
2019
Q3 | $11.4M | Buy |
469,466
+27,853
| +6% | +$677K | 0.1% | 207 |
|
|
2019
Q2 | $10.6M | Buy |
+441,613
| New | +$10.6M | 0.1% | 208 |
|