SS
RESP

Sunbelt Securities’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Sunbelt Securities’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$124K Buy
2023
Q3 		$111K Buy
2023
Q2 		$115K Buy
2023
Q1 		$106K Buy
2020
Q2 		– Sell
2020
Q1 		$210K Buy