Tower Research Capital (TRC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-690
| Closed | -$18K | – | 4112 |
|
|
2016
Q4 | $18K | Sell |
690
-1,500
| -68% | -$39.1K | ﹤0.01% | 2253 |
|
|
2016
Q3 | $55K | Buy |
+2,190
| New | +$55K | 0.01% | 1099 |
|
|
2016
Q2 | – | Sell |
-1,050
| Closed | -$25K | – | 5127 |
|
|
2016
Q1 | $25K | Buy |
1,050
+366
| +54% | +$8.71K | ﹤0.01% | 1203 |
|
|
2015
Q4 | $16K | Buy |
684
+522
| +322% | +$12.2K | ﹤0.01% | 1557 |
|
|
2015
Q3 | $4K | Buy |
+162
| New | +$4K | ﹤0.01% | 3003 |
|