GPS Wealth Strategies Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $153K | Hold |
|
|||||
|
2023
Q2 | $160K | Sell |
|
|||||
|
2023
Q1 | $150K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $234K | Sell |
|
|||||
|
2022
Q2 | $251K | Sell |
|
|||||
|
2022
Q1 | $540K | Buy |
|
|||||
|
2021
Q4 | $457K | Hold |
|
|||||
|
2021
Q3 | $416K | Buy |
|
|||||
|
2021
Q2 | $177K | Buy |
|
|||||
|
2021
Q1 | $84K | Buy |
|