Synovus Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,853
| Closed | -$214K | – | 891 |
|
|
2023
Q3 | $214K | Sell |
4,853
-7,046
| -59% | -$311K | ﹤0.01% | 785 |
|
|
2023
Q2 | $546K | Buy |
11,899
+40
| +0.3% | +$1.84K | 0.01% | 593 |
|
|
2023
Q1 | $511K | Buy |
11,859
+36
| +0.3% | +$1.55K | 0.01% | 601 |
|
|
2022
Q4 | $486K | Buy |
11,823
+49
| +0.4% | +$2.01K | 0.01% | 617 |
|
|
2022
Q3 | $451K | Sell |
11,774
-1,946
| -14% | -$74.5K | 0.01% | 599 |
|
|
2022
Q2 | $558K | Buy |
13,720
+35
| +0.3% | +$1.42K | 0.01% | 562 |
|
|
2022
Q1 | $662K | Buy |
13,685
+32
| +0.2% | +$1.55K | 0.01% | 538 |
|
|
2021
Q4 | $700K | Buy |
13,653
+29
| +0.2% | +$1.49K | 0.01% | 545 |
|
|
2021
Q3 | $637K | Buy |
13,624
+44
| +0.3% | +$2.06K | 0.01% | 554 |
|
|
2021
Q2 | $636K | Buy |
13,580
+27
| +0.2% | +$1.27K | 0.01% | 555 |
|
|
2021
Q1 | $594K | Sell |
13,553
-2,077
| -13% | -$91K | 0.01% | 514 |
|
|
2020
Q4 | $637K | Sell |
15,630
-1,014
| -6% | -$41.3K | 0.01% | 488 |
|
|
2020
Q3 | $609K | Sell |
16,644
-1,332
| -7% | -$48.7K | 0.01% | 443 |
|
|
2020
Q2 | $601K | Buy |
17,976
+46
| +0.3% | +$1.54K | 0.01% | 423 |
|
|
2020
Q1 | $493K | Buy |
17,930
+1,117
| +7% | +$30.7K | 0.01% | 520 |
|
|
2019
Q4 | $621K | Sell |
16,813
-1,239
| -7% | -$45.8K | 0.01% | 418 |
|
|
2019
Q3 | $613K | Buy |
18,052
+4,251
| +31% | +$144K | 0.01% | 417 |
|
|
2019
Q2 | $460K | Buy |
13,801
+45
| +0.3% | +$1.5K | 0.01% | 473 |
|
|
2019
Q1 | $445K | Hold |
13,756
| – | – | 0.01% | 463 |
|
|
2018
Q4 | $391K | Buy |
13,756
+140
| +1% | +$3.98K | 0.01% | 461 |
|
|
2018
Q3 | $457K | Buy |
13,616
+50
| +0.4% | +$1.68K | 0.01% | 462 |
|
|
2018
Q2 | $430K | Buy |
13,566
+51
| +0.4% | +$1.62K | 0.01% | 452 |
|
|
2018
Q1 | $421K | Buy |
13,515
+1,676
| +14% | +$52.2K | 0.01% | 454 |
|
|
2017
Q4 | $377K | Buy |
11,839
+2,743
| +30% | +$87.3K | 0.01% | 460 |
|
|
2017
Q3 | $271K | Buy |
9,096
+27
| +0.3% | +$804 | 0.01% | 504 |
|
|
2017
Q2 | $259K | Buy |
9,069
+4,248
| +88% | +$121K | 0.01% | 519 |
|
|
2017
Q1 | $133K | Buy |
4,821
+1,344
| +39% | +$37.1K | ﹤0.01% | 587 |
|
|
2016
Q4 | $94K | Buy |
3,477
+1,272
| +58% | +$34.4K | ﹤0.01% | 626 |
|
|
2016
Q3 | $55K | Hold |
2,205
| – | – | ﹤0.01% | 694 |
|
|
2016
Q2 | $52K | Sell |
2,205
-2,853
| -56% | -$67.3K | ﹤0.01% | 656 |
|
|
2016
Q1 | $121K | Hold |
5,058
| – | – | ﹤0.01% | 545 |
|
|
2015
Q4 | $120K | Hold |
5,058
| – | – | ﹤0.01% | 523 |
|
|
2015
Q3 | $114K | Hold |
5,058
| – | – | ﹤0.01% | 484 |
|
|
2015
Q2 | $124K | Sell |
5,058
-3,870
| -43% | -$94.9K | ﹤0.01% | 488 |
|
|
2015
Q1 | $222K | Buy |
8,928
+1,743
| +24% | +$43.3K | 0.01% | 437 |
|
|
2014
Q4 | $178K | Buy |
+7,185
| New | +$178K | ﹤0.01% | 461 |
|