Well Done LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,285
| Closed | -$206K | – | 162 |
|
|
2019
Q4 | $206K | Sell |
6,285
-4,992
| -44% | -$164K | 0.05% | 148 |
|
|
2019
Q3 | $338K | Sell |
11,277
-250
| -2% | -$7.49K | 0.08% | 109 |
|
|
2019
Q2 | $364K | Hold |
11,527
| – | – | 0.09% | 104 |
|
|
2019
Q1 | $362K | Hold |
11,527
| – | – | 0.09% | 104 |
|
|
2018
Q4 | $328K | Sell |
11,527
-4,738
| -29% | -$135K | 0.09% | 102 |
|
|
2018
Q3 | $508K | Hold |
16,265
| – | – | 0.14% | 85 |
|
|
2018
Q2 | $503K | Buy |
16,265
+2,200
| +16% | +$68K | 0.15% | 80 |
|
|
2018
Q1 | $487K | Buy |
14,065
+7,530
| +115% | +$261K | 0.15% | 66 |
|
|
2017
Q4 | $217K | Hold |
6,535
| – | – | 0.07% | 110 |
|
|
2017
Q3 | $206K | Buy |
+6,535
| New | +$206K | 0.06% | 134 |
|