RBA
RESP
Richard Bernstein Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65
| Closed | -$3.2K | – | 241 |
|
|
2023
Q4 | $3.2K | Sell |
65
-12,608
| -99% | -$620K | ﹤0.01% | 218 |
|
|
2023
Q3 | $560K | Sell |
12,673
-120
| -0.9% | -$5.3K | 0.01% | 194 |
|
|
2023
Q2 | $588K | Sell |
12,793
-4,173
| -25% | -$192K | 0.01% | 166 |
|
|
2023
Q1 | $731K | Sell |
16,966
-453
| -3% | -$19.5K | 0.02% | 196 |
|
|
2022
Q4 | $715K | Buy |
17,419
+453
| +3% | +$18.6K | 0.02% | 195 |
|
|
2022
Q3 | $649K | Buy |
16,966
+453
| +3% | +$17.3K | 0.02% | 194 |
|
|
2022
Q2 | $673K | Buy |
16,513
+10,408
| +170% | +$424K | 0.01% | 215 |
|
|
2022
Q1 | $295K | Buy |
+6,105
| New | +$295K | 0.01% | 255 |
|