Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10399 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 10162 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 9913 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 9691 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 9329 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 9337 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9142 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 8971 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 8760 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 8443 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7971 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7588 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7247 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6930 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6670 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6503 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6394 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6308 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6155 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6142 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6011 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5924 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5766 |
|