ICA Group Wealth Management’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 |
-620
| Closed | -$30.5K | – | 1435 |
|
|
2023
Q4 | $30.5K | Buy |
+620
| New | +$30.5K | 0.01% | 618 |
|
|
2023
Q3 | – | Sell |
-620
| Closed | -$28.5K | – | 1313 |
|
|
2023
Q2 | $28.5K | Hold |
620
| – | – | 0.01% | 616 |
|
|
2023
Q1 | $26.7K | Hold |
620
| – | – | 0.01% | 608 |
|
|
2022
Q4 | $25.5K | Buy |
+620
| New | +$25.5K | 0.01% | 646 |
|