Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,792
| Closed | -$496K | – | 737 |
|
|
2023
Q2 | $496K | Sell |
10,792
-5,025
| -32% | -$231K | 0.04% | 411 |
|
|
2023
Q1 | $682K | Buy |
15,817
+460
| +3% | +$19.8K | 0.05% | 356 |
|
|
2022
Q4 | $631K | Buy |
15,357
+129
| +0.8% | +$5.3K | 0.05% | 396 |
|
|
2022
Q3 | $582K | Buy |
15,228
+7,553
| +98% | +$289K | 0.05% | 371 |
|
|
2022
Q2 | $313K | Buy |
7,675
+3,365
| +78% | +$137K | 0.03% | 495 |
|
|
2022
Q1 | $208K | Buy |
+4,310
| New | +$208K | 0.01% | 674 |
|