PFGIA
RESE

Patriot Financial Group Insurance Agency’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RESE Stock Details RESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$0 Sell
2020
Q1 		$1K Sell
2019
Q4 		$212K Sell
2019
Q3 		$222K Sell
2019
Q2 		$299K Buy
2019
Q1 		$189K Buy
2018
Q4 		$71K Buy