WFG Advisors’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
Q2 | $47K | Hold |
1,662
| – | – | 0.01% | 714 |
|
|
2017
Q1 | $46K | Hold |
1,662
| – | – | 0.01% | 681 |
|
|
2016
Q4 | $44K | Buy |
1,662
+3
| +0.2% | +$79 | 0.01% | 743 |
|
|
2016
Q3 | $41K | Hold |
1,659
| – | – | 0.01% | 754 |
|
|
2016
Q2 | $39K | Hold |
1,659
| – | – | 0.01% | 759 |
|
|
2016
Q1 | $40K | Hold |
1,659
| – | – | 0.01% | 727 |
|
|
2015
Q4 | $39K | Buy |
1,659
+3
| +0.2% | +$71 | 0.01% | 730 |
|
|
2015
Q3 | $37K | Hold |
1,656
| – | – | 0.01% | 735 |
|
|
2015
Q2 | $41K | Hold |
1,656
| – | – | 0.01% | 783 |
|
|
2015
Q1 | $41K | Hold |
1,656
| – | – | 0.01% | 782 |
|
|
2014
Q4 | $41K | Hold |
1,656
| – | – | 0.01% | 959 |
|
|
2014
Q3 | $39K | Buy |
1,656
+3
| +0.2% | +$71 | 0.01% | 1012 |
|
|
2014
Q2 | $39K | Hold |
1,653
| – | – | 0.01% | 1012 |
|
|
2014
Q1 | $37K | Sell |
1,653
-1,038
| -39% | -$23.2K | 0.01% | 1021 |
|
|
2013
Q4 | $60K | Buy |
2,691
+6
| +0.2% | +$134 | 0.01% | 930 |
|
|
2013
Q3 | $54K | Buy |
2,685
+6
| +0.2% | +$121 | 0.01% | 903 |
|
|
2013
Q2 | $52K | Buy |
+2,679
| New | +$52K | 0.01% | 873 |
|