Steward Partners Investment Advisory’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1K | – | 3439 |
|
|
2022
Q2 | $1K | Sell |
19
-467
| -96% | -$24.6K | ﹤0.01% | 3202 |
|
|
2022
Q1 | $16K | Hold |
486
| – | – | ﹤0.01% | 2477 |
|
|
2021
Q4 | $17K | Hold |
486
| – | – | ﹤0.01% | 2402 |
|
|
2021
Q3 | $17K | Hold |
486
| – | – | ﹤0.01% | 2403 |
|
|
2021
Q2 | $19K | Hold |
486
| – | – | ﹤0.01% | 5207 |
|
|
2021
Q1 | $18.3K | Hold |
486
| – | – | ﹤0.01% | 2518 |
|
|
2020
Q4 | $17K | Buy |
486
+19
| +4% | +$665 | ﹤0.01% | 2122 |
|
|
2020
Q3 | $14K | Sell |
467
-13
| -3% | -$390 | ﹤0.01% | 2027 |
|
|
2020
Q2 | $13K | Hold |
480
| – | – | ﹤0.01% | 1946 |
|
|
2020
Q1 | $11K | Hold |
480
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q4 | $15K | Hold |
480
| – | – | ﹤0.01% | 1879 |
|
|
2019
Q3 | $14K | Buy |
+480
| New | +$14K | ﹤0.01% | 1864 |
|