Great Valley Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,195
| Closed | -$501K | – | 795 |
|
|
2023
Q4 | $501K | Buy |
10,195
+42
| +0.4% | +$2.06K | 0.02% | 460 |
|
|
2023
Q3 | $448K | Buy |
10,153
+38
| +0.4% | +$1.68K | 0.02% | 464 |
|
|
2023
Q2 | $465K | Buy |
10,115
+37
| +0.4% | +$1.7K | 0.02% | 458 |
|
|
2023
Q1 | $434K | Buy |
10,078
+33
| +0.3% | +$1.42K | 0.02% | 463 |
|
|
2022
Q4 | $413K | Buy |
+10,045
| New | +$413K | 0.02% | 482 |
|