J.P. Morgan Private Wealth Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,263
| Closed | -$313K | – | 1958 |
|
|
2023
Q1 | $313K | Sell |
7,263
-312
| -4% | -$13.5K | ﹤0.01% | 1663 |
|
|
2022
Q4 | $311K | Hold |
7,575
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q3 | $290K | Hold |
7,575
| – | – | ﹤0.01% | 1661 |
|
|
2022
Q2 | $309K | Hold |
7,575
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q1 | $366K | Hold |
7,575
| – | – | ﹤0.01% | 1670 |
|
|
2021
Q4 | $388K | Buy |
+7,575
| New | +$388K | ﹤0.01% | 1644 |
|