Goldman Sachs’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-48,689
| Closed | -$1.34M | – | 4597 |
|
2020
Q1 | $1.34M | Buy |
48,689
+36,226
| +291% | +$994K | ﹤0.01% | 2969 |
|
2019
Q4 | $460K | Sell |
12,463
-28,035
| -69% | -$1.03M | ﹤0.01% | 3692 |
|
2019
Q3 | $1.37M | Sell |
40,498
-17,230
| -30% | -$584K | ﹤0.01% | 3056 |
|
2019
Q2 | $1.93M | Sell |
57,728
-37,861
| -40% | -$1.26M | ﹤0.01% | 2840 |
|
2019
Q1 | $3.09M | Buy |
95,589
+7,135
| +8% | +$230K | ﹤0.01% | 2706 |
|
2018
Q4 | $2.52M | Buy |
+88,454
| New | +$2.52M | ﹤0.01% | 2699 |
|