WFG Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $44K | Buy |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $40K | Hold |
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|
2015
Q4 | $39K | Buy |
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|
2015
Q3 | $37K | Hold |
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|
2015
Q2 | $41K | Hold |
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|
2015
Q1 | $41K | Hold |
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|
2014
Q4 | $41K | Hold |
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|
2014
Q3 | $39K | Buy |
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|
2014
Q2 | $39K | Hold |
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|
2014
Q1 | $37K | Sell |
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|
2013
Q4 | $60K | Buy |
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|
2013
Q3 | $54K | Buy |
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|
2013
Q2 | $52K | Buy |
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