Sunbelt Securities’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 |
-2,529
| Closed | -$124K | – | 1809 |
|
|
2023
Q4 | $124K | Buy |
2,529
+10
| +0.4% | +$492 | 0.02% | 620 |
|
|
2023
Q3 | $111K | Buy |
2,519
+10
| +0.4% | +$442 | 0.02% | 626 |
|
|
2023
Q2 | $115K | Buy |
2,509
+9
| +0.4% | +$413 | 0.02% | 606 |
|
|
2023
Q1 | $106K | Buy |
+2,500
| New | +$106K | 0.02% | 566 |
|
|
2020
Q2 | – | Sell |
-7,648
| Closed | -$210K | – | 396 |
|
|
2020
Q1 | $210K | Buy |
+7,648
| New | +$210K | 0.01% | 340 |
|