My Legacy Advisors’s WisdomTree International ESG Fund RESD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,749
| Closed | -$228K | – | 220 |
|
|
2023
Q4 | $228K | Sell |
7,749
-1,543
| -17% | -$42.5K | 0.08% | 195 |
|
|
2023
Q3 | $245K | Sell |
9,292
-241
| -3% | -$6.7K | 0.1% | 185 |
|
|
2023
Q2 | $273K | Sell |
9,533
-144
| -1% | -$4.05K | 0.11% | 187 |
|
|
2023
Q1 | $267K | Buy |
9,677
+946
| +11% | +$25.3K | 0.11% | 187 |
|
|
2022
Q4 | $237K | Sell |
8,731
-554
| -6% | -$13.4K | 0.1% | 194 |
|
|
2022
Q3 | $203K | Buy |
9,285
+960
| +12% | +$23.6K | 0.1% | 196 |
|
|
2022
Q2 | $204K | Buy |
+8,325
| New | +$224K | 0.1% | 193 |
|