SBL
RESP

Sargent Bickham Lagudis’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Sargent Bickham Lagudis’s Portfolio RESP Stock Details RESP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$66.3K Hold
2022
Q3 		$62K Hold
2022
Q2 		$66K Hold
2022
Q1 		$78K Hold
2021
Q4 		$83K Hold
2021
Q3 		$75K Hold
2021
Q2 		$76K Hold
2021
Q1 		$71K Hold
2020
Q4 		$66K Buy