KPCM
RESP

Kings Point Capital Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Kings Point Capital Management’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-900
Closed -$29K – 387
2017
Q4 		$29K Buy
+900
New +$29K 0.01% 287