Capital Analysts LLC’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
Q1 | – | Sell |
-2,000
| Closed | -$57K | – | 1109 |
|
|
2020
Q4 | $57K | Hold |
2,000
| – | – | 0.01% | 401 |
|
|
2020
Q3 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $49K | Sell |
2,000
-2,375
| -54% | -$58.2K | 0.01% | 379 |
|
|
2020
Q1 | $94K | Hold |
4,375
| – | – | 0.01% | 260 |
|
|
2019
Q4 | $115K | Buy |
4,375
+2,375
| +119% | +$62.4K | 0.01% | 283 |
|
|
2019
Q3 | $48K | Hold |
2,000
| – | – | 0.01% | 391 |
|
|
2019
Q2 | $48K | Hold |
2,000
| – | – | 0.01% | 376 |
|
|
2019
Q1 | $47K | Hold |
2,000
| – | – | 0.01% | 358 |
|
|
2018
Q4 | $41K | Buy |
+2,000
| New | +$41K | 0.01% | 350 |
|