Clearwater Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Sell |
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|
2019
Q3 | $625K | Sell |
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|
2019
Q2 | $735K | Sell |
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|
2019
Q1 | $768K | Sell |
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|
2018
Q4 | $704K | Sell |
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|
2018
Q3 | $844K | Sell |
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|
2018
Q2 | $825K | Hold |
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|
2018
Q1 | $812K | Sell |
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|
2017
Q4 | $850K | Buy |
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|
2017
Q3 | $775K | Sell |
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|
2017
Q2 | $794K | Sell |
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|
2017
Q1 | $943K | Sell |
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|
2016
Q4 | $1.17M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $1.02M | Buy |
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