FSG
RESP

Financial Strategies Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Financial Strategies Group’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,612
Closed -$687K – 53
2019
Q4 		$687K Buy
+18,612
New +$687K 0.55% 19