Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,082
| Closed | -$250K | – | 1467 |
|
|
2023
Q4 | $250K | Sell |
5,082
-111
| -2% | -$5.46K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $229K | Sell |
5,193
-147
| -3% | -$6.49K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $245K | Buy |
5,340
+223
| +4% | +$10.2K | 0.01% | 1027 |
|
|
2023
Q1 | $221K | Buy |
5,117
+139
| +3% | +$5.99K | 0.01% | 1004 |
|
|
2022
Q4 | $204K | Buy |
+4,978
| New | +$204K | 0.01% | 1037 |
|