LPL Financial’s WisdomTree International ESG Fund RESD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,166
| Closed | -$827K | – | 4973 |
|
|
2023
Q4 | $827K | Buy |
28,166
+359
| +1% | +$10.5K | ﹤0.01% | 3186 |
|
|
2023
Q3 | $746K | Sell |
27,807
-6,320
| -19% | -$169K | ﹤0.01% | 3130 |
|
|
2023
Q2 | $958K | Buy |
34,127
+9,402
| +38% | +$264K | ﹤0.01% | 2849 |
|
|
2023
Q1 | $677K | Buy |
24,725
+7,481
| +43% | +$205K | ﹤0.01% | 3077 |
|
|
2022
Q4 | $436K | Sell |
17,244
-10,985
| -39% | -$278K | ﹤0.01% | 3363 |
|
|
2022
Q3 | $619K | Buy |
28,229
+620
| +2% | +$13.6K | ﹤0.01% | 2936 |
|
|
2022
Q2 | $687K | Buy |
27,609
+824
| +3% | +$20.5K | ﹤0.01% | 2897 |
|
|
2022
Q1 | $771K | Buy |
26,785
+9,620
| +56% | +$277K | ﹤0.01% | 2825 |
|
|
2021
Q4 | $538K | Buy |
17,165
+7,696
| +81% | +$241K | ﹤0.01% | 3203 |
|
|
2021
Q3 | $288K | Buy |
9,469
+292
| +3% | +$8.88K | ﹤0.01% | 3672 |
|
|
2021
Q2 | $283K | Buy |
9,177
+1,502
| +20% | +$46.3K | ﹤0.01% | 3622 |
|
|
2021
Q1 | $226K | Buy |
7,675
+90
| +1% | +$2.65K | ﹤0.01% | 3659 |
|
|
2020
Q4 | $216K | Buy |
+7,585
| New | +$216K | ﹤0.01% | 3452 |
|