Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,218
| Closed | -$234K | – | 3309 |
|
|
2018
Q4 | $234K | Sell |
8,218
-1,293
| -14% | -$36.8K | 0.01% | 568 |
|
|
2018
Q3 | $297K | Sell |
9,511
-576
| -6% | -$18K | 0.01% | 447 |
|
|
2018
Q2 | $312K | Sell |
10,087
-1,172
| -10% | -$36.3K | 0.01% | 369 |
|
|
2018
Q1 | $390K | Buy |
11,259
+330
| +3% | +$11.4K | 0.02% | 304 |
|
|
2017
Q4 | $363K | Sell |
10,929
-1,394
| -11% | -$46.3K | 0.02% | 291 |
|
|
2017
Q3 | $389K | Buy |
+12,323
| New | +$389K | 0.02% | 270 |
|