Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $66.3K | Hold |
1,615
| – | – | 0.01% | 388 |
|
|
2022
Q3 | $62K | Hold |
1,615
| – | – | 0.01% | 377 |
|
|
2022
Q2 | $66K | Hold |
1,615
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $78K | Hold |
1,615
| – | – | 0.01% | 373 |
|
|
2021
Q4 | $83K | Hold |
1,615
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $75K | Hold |
1,615
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $76K | Hold |
1,615
| – | – | 0.01% | 380 |
|
|
2021
Q1 | $71K | Hold |
1,615
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $66K | Buy |
+1,615
| New | +$66K | 0.01% | 386 |
|