Capital Advisors Ltd’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 |
|
|||||
|
2023
Q4 | $206K | Hold |
|
|||||
|
2023
Q3 | $185K | Hold |
|
|||||
|
2023
Q2 | $192K | Hold |
|
|||||
|
2023
Q1 | $181K | Hold |
|
|||||
|
2022
Q4 | $172K | Hold |
|
|||||
|
2022
Q3 | $160K | Hold |
|
|||||
|
2022
Q2 | $171K | Hold |
|
|||||
|
2022
Q1 | $202K | Hold |
|
|||||
|
2021
Q4 | $215K | Sell |
|
|||||
|
2021
Q3 | $231K | Buy |
|
|||||
|
2021
Q2 | $196K | Hold |
|
|||||
|
2021
Q1 | $184K | Hold |
|
|||||
|
2020
Q4 | $171K | Hold |
|
|||||
|
2020
Q3 | $153K | Hold |
|
|||||
|
2020
Q2 | $140K | Hold |
|
|||||
|
2020
Q1 | $115K | Hold |
|
|||||
|
2019
Q4 | $155K | Hold |
|
|||||
|
2019
Q3 | $142K | Hold |
|
|||||
|
2019
Q2 | $140K | Hold |
|
|||||
|
2019
Q1 | $135K | Hold |
|
|||||
|
2018
Q4 | $119K | Hold |
|
|||||
|
2018
Q3 | $140K | Hold |
|
|||||
|
2018
Q2 | $133K | Hold |
|
|||||
|
2018
Q1 | $130K | Buy |
|
|||||
|
2017
Q4 | $109K | Buy |
|
|||||
|
2017
Q3 | $93K | Buy |
|
|||||
|
2017
Q2 | $79K | Buy |
|
|||||
|
2017
Q1 | $70K | Hold |
|
|||||
|
2016
Q4 | $67K | Hold |
|
|||||
|
2016
Q3 | $63K | Hold |
|
|||||
|
2016
Q2 | $59K | Hold |
|
|||||
|
2016
Q1 | $60K | Hold |
|
|||||
|
2015
Q4 | $59K | Hold |
|
|||||
|
2015
Q3 | $56K | Sell |
|
|||||
|
2015
Q2 | $81K | Hold |
|
|||||
|
2015
Q1 | $82K | Hold |
|
|||||
|
2014
Q4 | $82K | Buy |
|
|||||
|
2014
Q3 | $59K | Hold |
|
|||||
|
2014
Q2 | $59K | Hold |
|
|||||
|
2014
Q1 | $56K | Hold |
|
|||||
|
2013
Q4 | $56K | Buy |
|