MLA
RESP
My Legacy Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,879
| Closed | -$340K | – | 221 |
|
|
2023
Q4 | $340K | Sell |
6,879
-1,430
| -17% | -$70.6K | 0.12% | 172 |
|
|
2023
Q3 | $366K | Buy |
8,309
+1,155
| +16% | +$50.9K | 0.15% | 161 |
|
|
2023
Q2 | $334K | Sell |
7,154
-73
| -1% | -$3.41K | 0.13% | 175 |
|
|
2023
Q1 | $311K | Buy |
7,227
+762
| +12% | +$32.7K | 0.13% | 179 |
|
|
2022
Q4 | $285K | Sell |
6,465
-151
| -2% | -$6.67K | 0.12% | 185 |
|
|
2022
Q3 | $255K | Buy |
6,616
+268
| +4% | +$10.3K | 0.13% | 185 |
|
|
2022
Q2 | $264K | Buy |
+6,348
| New | +$264K | 0.13% | 183 |
|