IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $6.6K | Hold |
|
|||||
|
2023
Q4 | $6.39K | Hold |
|
|||||
|
2023
Q3 | $5.74K | Hold |
|
|||||
|
2023
Q2 | $5.97K | Hold |
|
|||||
|
2023
Q1 | $9.89K | Sell |
|
|||||
|
2022
Q4 | $1.48M | Sell |
|
|||||
|
2022
Q3 | $1.62M | Hold |
|
|||||
|
2022
Q2 | $1.62M | Hold |
|
|||||
|
2022
Q1 | $1.62M | Buy |
|
|||||
|
2021
Q4 | $7K | Hold |
|
|||||
|
2021
Q3 | $6K | Hold |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $5K | Hold |
|
|||||
|
2020
Q3 | $5K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $4K | Hold |
|
|||||
|
2019
Q4 | $5K | Hold |
|
|||||
|
2019
Q3 | $4K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $6K | Hold |
|
|||||
|
2018
Q3 | $7K | Sell |
|
|||||
|
2018
Q2 | $9K | Hold |
|
|||||
|
2018
Q1 | $9K | Hold |
|
|||||
|
2017
Q4 | $9K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $13K | Sell |
|
|||||
|
2017
Q1 | $367K | Sell |
|
|||||
|
2016
Q4 | $362K | Sell |
|
|||||
|
2016
Q3 | $380K | Sell |
|
|||||
|
2016
Q2 | $366K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $357K | Buy |
|