Choice Wealth Advisors’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 |
-4,287
| Closed | -$211K | – | 31 |
|
|
2023
Q4 | $211K | Buy |
+4,287
| New | +$211K | 0.13% | 28 |
|
|
2023
Q2 | – | Sell |
-5,888
| Closed | -$254K | – | 24 |
|
|
2023
Q1 | $254K | Hold |
5,888
| – | – | 0.18% | 23 |
|
|
2022
Q4 | $242K | Hold |
5,888
| – | – | 0.18% | 25 |
|
|
2022
Q3 | $225K | Buy |
+5,888
| New | +$225K | 0.19% | 22 |
|
|
2022
Q2 | – | Sell |
-9,119
| Closed | -$433K | – | 54 |
|
|
2022
Q1 | $433K | Sell |
9,119
-485,838
| -98% | -$23.1M | 0.34% | 19 |
|
|
2021
Q4 | $25.4M | Buy |
494,957
+20,480
| +4% | +$1.05M | 18.66% | 2 |
|
|
2021
Q3 | $22.2M | Sell |
474,477
-2,857
| -0.6% | -$134K | 17.99% | 2 |
|
|
2021
Q2 | $22.3M | Buy |
477,334
+5,197
| +1% | +$243K | 16.04% | 2 |
|
|
2021
Q1 | $20.7M | Buy |
472,137
+15,074
| +3% | +$662K | 17.13% | 2 |
|
|
2020
Q4 | $18.6M | Buy |
+457,063
| New | +$18.6M | 16.83% | 2 |
|