MSI Financial Services’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $14K | Hold |
525
| – | – | ﹤0.01% | 2629 |
|
|
2016
Q3 | $13K | Hold |
525
| – | – | ﹤0.01% | 2666 |
|
|
2016
Q2 | $12K | Hold |
525
| – | – | ﹤0.01% | 2676 |
|
|
2016
Q1 | $13K | Hold |
525
| – | – | ﹤0.01% | 2599 |
|
|
2015
Q4 | $12K | Buy |
+525
| New | +$12K | ﹤0.01% | 2618 |
|
|
2015
Q1 | – | Sell |
-240
| Closed | -$6K | – | 3163 |
|
|
2014
Q4 | $6K | Hold |
240
| – | – | ﹤0.01% | 2078 |
|
|
2014
Q3 | $6K | Hold |
240
| – | – | ﹤0.01% | 2063 |
|
|
2014
Q2 | $6K | Hold |
240
| – | – | ﹤0.01% | 2026 |
|
|
2014
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 2031 |
|
|
2013
Q4 | $5K | Hold |
240
| – | – | ﹤0.01% | 2000 |
|
|
2013
Q3 | $5K | Hold |
240
| – | – | ﹤0.01% | 1719 |
|
|
2013
Q2 | $5K | Buy |
+240
| New | +$5K | ﹤0.01% | 1844 |
|