RCS
RESP

Retirement Capital Strategies’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Retirement Capital Strategies’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,127
Closed -$203K – 87
2023
Q4 		$203K Buy
+4,127
New +$203K 0.09% 69
2023
Q3 		– Sell
-40,175
Closed -$1.85M – 77
2023
Q2 		$1.85M Buy
+40,175
New +$1.85M 0.85% 24