Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $206K | Sell |
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|
2017
Q1 | $338K | Hold |
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|
2016
Q4 | $338K | Buy |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $317K | Hold |
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|
2016
Q1 | $320K | Buy |
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|
2015
Q4 | $309K | Sell |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $322K | Buy |
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $313K | Buy |
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|
2014
Q3 | $272K | Sell |
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|
2014
Q2 | $266K | Hold |
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|
2014
Q1 | $261K | Sell |
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|
2013
Q4 | $274K | Sell |
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|
2013
Q3 | $247K | Sell |
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|
2013
Q2 | $244K | Buy |
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