M Holdings Securities’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.76M | Hold |
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|
2023
Q3 | $1.58M | Hold |
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|
2023
Q2 | $1.65M | Hold |
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|
2023
Q1 | $1.54M | Hold |
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|
2022
Q4 | $1.47M | Hold |
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|
2022
Q3 | $1.37M | Hold |
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|
2022
Q2 | $1.46M | Hold |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q2 | $1.68M | Hold |
|
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|
2021
Q1 | $1.57M | Hold |
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|
2020
Q4 | $1.46M | Hold |
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|
2020
Q3 | $1.31M | Hold |
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|
2020
Q2 | $1.2M | Hold |
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|
2020
Q1 | $983K | Hold |
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|
2019
Q4 | $1.32M | Hold |
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|
2019
Q3 | $1.22M | Hold |
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|
2019
Q2 | $1.2M | Hold |
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|
2019
Q1 | $1.16M | Hold |
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|
2018
Q4 | $1.02M | Hold |
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|
2018
Q3 | $1.2M | Hold |
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|
2018
Q2 | $1.13M | Hold |
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|
2018
Q1 | $1.12M | Hold |
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|
2017
Q4 | $1.14M | Hold |
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|
2017
Q3 | $1.07M | Hold |
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|
2017
Q2 | $1.02M | Hold |
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|
2017
Q1 | $999K | Hold |
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|
2016
Q4 | $953K | Hold |
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|
2016
Q3 | $896K | Hold |
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|
2016
Q2 | $849K | Hold |
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|
2016
Q1 | $854K | Hold |
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|
2015
Q4 | $850K | Hold |
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|
2015
Q3 | $807K | Hold |
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|
2015
Q2 | $881K | Hold |
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|
2015
Q1 | $890K | Hold |
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|
2014
Q4 | $889K | Sell |
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|
2014
Q3 | $862K | Sell |
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|
2014
Q2 | $1.07M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.01M | Buy |
|