Ironsides Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $255K | Hold |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $837K | Hold |
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|
2018
Q1 | $824K | Sell |
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|
2017
Q4 | $1.43M | Hold |
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|
2017
Q3 | $1.34M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.13M | Hold |
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|
2016
Q2 | $1.07M | Hold |
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|
2016
Q1 | $1.07M | Hold |
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|
2015
Q4 | $1.07M | Hold |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $1.11M | Hold |
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|
2015
Q1 | $1.12M | Hold |
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|
2014
Q4 | $1.11M | Hold |
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|
2014
Q3 | $1.06M | Hold |
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|
2014
Q2 | $1.06M | Buy |
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