FAIM
RESP

Financial Advocates Investment Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Financial Advocates Investment Management’s Portfolio RESP Stock Details RESP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$496K Sell
2023
Q1 		$682K Buy
2022
Q4 		$631K Buy
2022
Q3 		$582K Buy
2022
Q2 		$313K Buy
2022
Q1 		$208K Buy