Patriot Financial Group Insurance Agency’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13
| Closed | – | – | 1892 |
|
|
2020
Q2 | $0 | Sell |
13
-34
| -72% | – | ﹤0.01% | 1888 |
|
|
2020
Q1 | $1K | Sell |
47
-6,400
| -99% | -$136K | ﹤0.01% | 1528 |
|
|
2019
Q4 | $212K | Sell |
6,447
-955
| -13% | -$31.4K | 0.08% | 215 |
|
|
2019
Q3 | $222K | Sell |
7,402
-2,011
| -21% | -$60.3K | 0.1% | 186 |
|
|
2019
Q2 | $299K | Buy |
9,413
+3,391
| +56% | +$108K | 0.13% | 137 |
|
|
2019
Q1 | $189K | Buy |
6,022
+3,546
| +143% | +$111K | 0.1% | 173 |
|
|
2018
Q4 | $71K | Buy |
+2,476
| New | +$71K | 0.05% | 272 |
|