HighTower Advisors’s WisdomTree International ESG Fund RESD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,059
| Closed | -$295K | – | 4112 |
|
|
2023
Q4 | $295K | Hold |
10,059
| – | – | ﹤0.01% | 2717 |
|
|
2023
Q3 | $270K | Hold |
10,059
| – | – | ﹤0.01% | 2679 |
|
|
2023
Q2 | $282K | Buy |
10,059
+2,331
| +30% | +$65.5K | ﹤0.01% | 2609 |
|
|
2023
Q1 | $212K | Buy |
+7,728
| New | +$207K | ﹤0.01% | 2712 |
|