Spinnaker Trust’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $540K | Sell |
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|
2021
Q2 | $545K | Hold |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $489K | Sell |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $414K | Sell |
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|
2019
Q4 | $603K | Sell |
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|
2019
Q3 | $565K | Sell |
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|
2019
Q2 | $597K | Sell |
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|
2019
Q1 | $648K | Sell |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $718K | Buy |
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