LA
RESP

Lifeworks Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Lifeworks Advisors’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,943
Closed -$391K – 235
2023
Q4 		$391K Buy
+7,943
New +$391K 0.13% 132