Regal Investment Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-717
| Closed | -$18K | – | 1051 |
|
|
2014
Q4 | $18K | Buy |
717
+6
| +0.8% | +$151 | ﹤0.01% | 556 |
|
|
2014
Q3 | $17K | Buy |
711
+3
| +0.4% | +$72 | 0.01% | 595 |
|
|
2014
Q2 | $17K | Hold |
708
| – | – | 0.01% | 577 |
|
|
2014
Q1 | $16K | Buy |
708
+3
| +0.4% | +$68 | 0.01% | 564 |
|
|
2013
Q4 | $16K | Buy |
705
+3
| +0.4% | +$68 | 0.01% | 514 |
|
|
2013
Q3 | $14K | Buy |
+702
| New | +$14K | 0.01% | 547 |
|