JPMorgan Chase & Co’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 |
-9,839
| Closed | -$484K | – | 6831 |
|
|
2023
Q4 | $484K | Buy |
9,839
+1,418
| +17% | +$69.8K | ﹤0.01% | 3932 |
|
|
2023
Q3 | $372K | Buy |
8,421
+141
| +2% | +$6.23K | ﹤0.01% | 3875 |
|
|
2023
Q2 | $380K | Sell |
8,280
-145
| -2% | -$6.66K | ﹤0.01% | 3913 |
|
|
2023
Q1 | $363K | Buy |
8,425
+34
| +0.4% | +$1.47K | ﹤0.01% | 3993 |
|
|
2022
Q4 | $345K | Buy |
+8,391
| New | +$345K | ﹤0.01% | 3944 |
|
|
2021
Q4 | – | Sell |
-4,428
| Closed | -$207K | – | 5992 |
|
|
2021
Q3 | $207K | Buy |
+4,428
| New | +$207K | ﹤0.01% | 4396 |
|
|
2019
Q4 | – | Sell |
-2,373
| Closed | -$80K | – | 4915 |
|
|
2019
Q3 | $80K | Hold |
2,373
| – | – | ﹤0.01% | 4074 |
|
|
2019
Q2 | $79K | Hold |
2,373
| – | – | ﹤0.01% | 4099 |
|
|
2019
Q1 | $77K | Hold |
2,373
| – | – | ﹤0.01% | 4085 |
|
|
2018
Q4 | $67K | Hold |
2,373
| – | – | ﹤0.01% | 4176 |
|
|
2018
Q3 | $79K | Hold |
2,373
| – | – | ﹤0.01% | 4198 |
|
|
2018
Q2 | $75K | Buy |
+2,373
| New | +$75K | ﹤0.01% | 4177 |
|