Charter Oak Capital Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $5.32M | Sell |
|
|||||
|
2023
Q3 | $6.04M | Sell |
|
|||||
|
2023
Q2 | $6.43M | Sell |
|
|||||
|
2023
Q1 | $6.33M | Sell |
|
|||||
|
2022
Q4 | $6.06M | Sell |
|
|||||
|
2022
Q3 | $5.7M | Sell |
|
|||||
|
2022
Q2 | $8.07M | Sell |
|
|||||
|
2022
Q1 | $9.61M | Sell |
|
|||||
|
2021
Q4 | $10.4M | Sell |
|
|||||
|
2021
Q3 | $9.72M | Sell |
|
|||||
|
2021
Q2 | $9.87M | Sell |
|
|||||
|
2021
Q1 | $9.47M | Sell |
|
|||||
|
2020
Q4 | $9.1M | Buy |
|