Fidelity Investments’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 |
-2
| Closed | -$98 | – | 5839 |
|
|
2023
Q4 | $98 | Buy |
+2
| New | +$98 | ﹤0.01% | 4945 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$46 | – | 5602 |
|
|
2023
Q2 | $46 | Hold |
1
| – | – | ﹤0.01% | 5032 |
|
|
2023
Q1 | $43 | Hold |
1
| – | – | ﹤0.01% | 4998 |
|
|
2022
Q4 | $41 | Hold |
1
| – | – | ﹤0.01% | 4981 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5533 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 5633 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5636 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5093 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 5054 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4661 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 4327 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4284 |
|