OPES WEALTH MANAGEMENT LLC – WisdomTree U.S. ESG Fund Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$353,000
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.13%
quarter
WisdomTree U.S. ESG Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.10% | 100 shares | -19K | $38.23 | 9.22K |
| Q2 2022 | share | Increase | +1.96% | 175 shares | -60K | $40.73 | 9.12K |
| Q1 2022 | share | Increase | +4.99% | 425 shares | -5K | $48.28 | 8.95K |
| Q4 2021 | share | Increase | +12.47% | 945 shares | 83K | $51.4 | 8.52K |
| Q3 2021 | share | Increase | 0.00% | 7.58K shares | 354K | $46.75 | 7.58K |