Tyler-Stone Wealth Management’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 |
-350
| Closed | -$17.2K | – | 939 |
|
|
2023
Q4 | $17.2K | Hold |
350
| – | – | 0.01% | 519 |
|
|
2023
Q3 | $15K | Hold |
350
| – | – | 0.01% | 531 |
|
|
2023
Q2 | $16K | Buy |
+350
| New | +$16K | 0.01% | 521 |
|
|
2022
Q4 | $25K | Hold |
600
| – | – | 0.02% | 420 |
|
|
2022
Q3 | $23K | Hold |
600
| – | – | 0.02% | 411 |
|
|
2022
Q2 | $24K | Hold |
600
| – | – | 0.02% | 423 |
|
|
2022
Q1 | $29K | Hold |
600
| – | – | 0.02% | 419 |
|
|
2021
Q4 | $31K | Buy |
+600
| New | +$31K | 0.02% | 430 |
|