National Planning Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,950
| Closed | -$192K | – | 2148 |
|
|
2014
Q4 | $192K | Buy |
+7,950
| New | +$192K | 0.01% | 681 |
|
|
2014
Q3 | – | Sell |
-10,863
| Closed | -$256K | – | 796 |
|
|
2014
Q2 | $256K | Hold |
10,863
| – | – | 0.02% | 606 |
|
|
2014
Q1 | $247K | Sell |
10,863
-3,696
| -25% | -$84K | 0.02% | 583 |
|
|
2013
Q4 | $323K | Sell |
14,559
-150
| -1% | -$3.33K | 0.03% | 498 |
|
|
2013
Q3 | $297K | Buy |
+14,709
| New | +$297K | 0.03% | 494 |
|