Raymond James Financial Services Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.36M | Hold |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $248K | Buy |
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