Cetera Investment Advisers’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,287
| Closed | -$1.74M | – | 3697 |
|
|
2023
Q4 | $1.74M | Sell |
35,287
-963
| -3% | -$47.4K | 0.01% | 853 |
|
|
2023
Q3 | $1.6M | Sell |
36,250
-6,934
| -16% | -$306K | 0.01% | 845 |
|
|
2023
Q2 | $1.98M | Buy |
43,184
+10,613
| +33% | +$487K | 0.02% | 772 |
|
|
2023
Q1 | $1.4M | Buy |
32,571
+728
| +2% | +$31.4K | 0.01% | 887 |
|
|
2022
Q4 | $1.31M | Buy |
31,843
+1,995
| +7% | +$81.9K | 0.01% | 877 |
|
|
2022
Q3 | $1.14M | Sell |
29,848
-3,205
| -10% | -$123K | 0.02% | 662 |
|
|
2022
Q2 | $1.35M | Buy |
33,053
+465
| +1% | +$18.9K | 0.02% | 672 |
|
|
2022
Q1 | $1.57M | Buy |
32,588
+769
| +2% | +$37.1K | 0.02% | 648 |
|
|
2021
Q4 | $1.63M | Buy |
31,819
+1,877
| +6% | +$96.3K | 0.02% | 625 |
|
|
2021
Q3 | $1.4M | Buy |
29,942
+7,551
| +34% | +$353K | 0.02% | 646 |
|
|
2021
Q2 | $1.05M | Buy |
22,391
+2,289
| +11% | +$107K | 0.02% | 754 |
|
|
2021
Q1 | $883K | Buy |
20,102
+2,850
| +17% | +$125K | 0.02% | 718 |
|
|
2020
Q4 | $704K | Buy |
+17,252
| New | +$704K | 0.01% | 809 |
|