CAPTRUST Financial Advisors
RESP

CAPTRUST Financial Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,293
Closed -$44K – 1900
2019
Q3 		$44K Hold
1,293
– – ﹤0.01% 1039
2019
Q2 		$43K Hold
1,293
– – ﹤0.01% 1031
2019
Q1 		$42K Buy
+1,293
New +$42K ﹤0.01% 961