CFS INVESTMENT ADVISORY SERVICES, LLC – WisdomTree U.S. ESG Fund Transaction History
CFS INVESTMENT ADVISORY SERVICES, LLC portfolio value:
$5M
portfolio value
CFS INVESTMENT ADVISORY SERVICES, 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 | +4029.65% | 200.43K shares | 4.79M | $38.23 | 205.40K |
| Q2 2022 | share | Decrease | -98.69% | -375.65K shares | -7.79M | $40.73 | 4.97K |
| Q1 2022 | share | Increase | +4727.85% | 372.74K shares | 7.64M | $48.28 | 380.62K |
| Q4 2021 | share | Decrease | -3.04% | -247 shares | 47K | $51.4 | 7.88K |
| Q3 2021 | share | Increase | 0.00% | 8.13K shares | 312K | $46.75 | 8.13K |
| Q2 2021 | share | Decrease | -100.00% | -7.51K shares | -306K | $46.58 | 0 |
| Q4 2020 | share | Increase | 0.00% | 7.51K shares | 306K | $40.43 | 7.51K |