PA
RESE
Perennial Advisors’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-694
| Closed | -$27K | – | 292 |
|
|
2021
Q2 | $27K | Hold |
694
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $26K | Buy |
694
+283
| +69% | +$10.6K | 0.01% | 190 |
|
|
2020
Q4 | $15K | Buy |
+411
| New | +$15K | 0.01% | 188 |
|
|
2020
Q3 | – | Sell |
-376
| Closed | -$10K | – | 218 |
|
|
2020
Q2 | $10K | Buy |
+376
| New | +$10K | ﹤0.01% | 190 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$4K | – | 194 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 193 |
|
|
2018
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 186 |
|
|
2018
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 190 |
|