Opes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,725
| Closed | -$626K | – | 137 |
|
|
2023
Q4 | $626K | Sell |
12,725
-235
| -2% | -$11.6K | 0.15% | 69 |
|
|
2023
Q3 | $572K | Buy |
12,960
+105
| +0.8% | +$4.64K | 0.16% | 71 |
|
|
2023
Q2 | $590K | Buy |
12,855
+135
| +1% | +$6.2K | 0.17% | 73 |
|
|
2023
Q1 | $548K | Buy |
12,720
+3,495
| +38% | +$151K | 0.18% | 66 |
|
|
2022
Q4 | $379K | Hold |
9,225
| – | – | 0.14% | 79 |
|
|
2022
Q3 | $353K | Buy |
9,225
+100
| +1% | +$3.83K | 0.14% | 69 |
|
|
2022
Q2 | $372K | Buy |
9,125
+175
| +2% | +$7.13K | 0.15% | 69 |
|
|
2022
Q1 | $432K | Buy |
8,950
+425
| +5% | +$20.5K | 0.14% | 71 |
|
|
2021
Q4 | $437K | Buy |
8,525
+945
| +12% | +$48.4K | 0.14% | 76 |
|
|
2021
Q3 | $354K | Buy |
+7,580
| New | +$354K | 0.13% | 75 |
|