Total Clarity Wealth Management’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 |
-1,219
| Closed | -$35K | – | 1026 |
|
|
2022
Q2 | $35K | Buy |
+1,219
| New | +$35K | 0.02% | 471 |
|
|
2022
Q1 | – | Sell |
-1,375
| Closed | -$49K | – | 965 |
|
|
2021
Q4 | $49K | Hold |
1,375
| – | – | 0.02% | 409 |
|
|
2021
Q3 | $49K | Buy |
+1,375
| New | +$49K | 0.02% | 410 |
|
|
2021
Q2 | – | Sell |
-1,375
| Closed | -$52K | – | 793 |
|
|
2021
Q1 | $52K | Buy |
+1,375
| New | +$52K | 0.03% | 334 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$55K | – | 664 |
|
|
2019
Q4 | $55K | Buy |
+1,680
| New | +$55K | 0.04% | 253 |
|