RWA
RESP
Redhawk Wealth Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,953
| Closed | -$384K | – | 218 |
|
|
2022
Q1 | $384K | Sell |
7,953
-1,277
| -14% | -$61.7K | 0.1% | 138 |
|
|
2021
Q4 | $473K | Buy |
9,230
+1,294
| +16% | +$66.3K | 0.12% | 119 |
|
|
2021
Q3 | $371K | Sell |
7,936
-160
| -2% | -$7.48K | 0.1% | 142 |
|
|
2021
Q2 | $379K | Buy |
8,096
+1,345
| +20% | +$63K | 0.08% | 164 |
|
|
2021
Q1 | $296K | Buy |
6,751
+20
| +0.3% | +$877 | 0.07% | 176 |
|
|
2020
Q4 | $275K | Sell |
6,731
-505
| -7% | -$20.6K | 0.07% | 190 |
|
|
2020
Q3 | $264K | Buy |
7,236
+651
| +10% | +$23.8K | 0.08% | 177 |
|
|
2020
Q2 | $221K | Buy |
+6,585
| New | +$221K | 0.08% | 167 |
|
|
2020
Q1 | – | Sell |
-9,380
| Closed | -$346K | – | 212 |
|
|
2019
Q4 | $346K | Buy |
9,380
+830
| +10% | +$30.6K | 0.13% | 120 |
|
|
2019
Q3 | $290K | Sell |
8,550
-1,860
| -18% | -$63.1K | 0.12% | 106 |
|
|
2019
Q2 | $347K | Buy |
10,410
+1,035
| +11% | +$34.5K | 0.14% | 102 |
|
|
2019
Q1 | $303K | Buy |
9,375
+2,600
| +38% | +$84K | 0.16% | 97 |
|
|
2018
Q4 | $211K | Buy |
+6,775
| New | +$211K | 0.13% | 108 |
|