Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$9K | – | 3781 |
|
|
2017
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 3658 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 3700 |
|
|
2016
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 3648 |
|
|
2016
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 3670 |
|
|
2016
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 3423 |
|
|
2016
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 3384 |
|
|
2015
Q4 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 3476 |
|