CFS Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-210,782
| Closed | -$210K | – | 290 |
|
|
2022
Q3 | $210K | Buy |
210,782
+205,808
| +4,138% | +$205K | 0.05% | 122 |
|
|
2022
Q2 | $203K | Sell |
4,974
-375,654
| -99% | -$15.3M | 0.03% | 203 |
|
|
2022
Q1 | $8K | Buy |
380,628
+372,744
| +4,728% | +$7.83K | 0.03% | 179 |
|
|
2021
Q4 | $359K | Sell |
7,884
-247
| -3% | -$11.2K | 0.05% | 184 |
|
|
2021
Q3 | $312K | Buy |
+8,131
| New | +$312K | 0.04% | 179 |
|
|
2020
Q4 | $306K | Buy |
+7,512
| New | +$306K | 0.05% | 153 |
|