KAS
RESP

Kestra Advisory Services’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Kestra Advisory Services’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,440
Closed -$222K – 2267
2022
Q2 		$222K Sell
5,440
-338
-6% -$13.8K ﹤0.01% 1841
2022
Q1 		$279K Buy
+5,778
New +$279K ﹤0.01% 1632