Accel Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-894
| Closed | -$36.6K | – | 344 |
|
|
2023
Q1 | $36.6K | Buy |
894
+5
| +0.6% | +$205 | 0.02% | 552 |
|
|
2022
Q4 | $36.6K | Buy |
889
+8
| +0.9% | +$329 | 0.02% | 415 |
|
|
2022
Q3 | $35K | Buy |
881
+6
| +0.7% | +$238 | 0.02% | 439 |
|
|
2022
Q2 | $34K | Buy |
875
+28
| +3% | +$1.09K | 0.02% | 425 |
|
|
2022
Q1 | $38K | Buy |
847
+3
| +0.4% | +$135 | 0.02% | 419 |
|
|
2021
Q4 | $37K | Buy |
+844
| New | +$37K | 0.02% | 438 |
|
|
2021
Q3 | – | Sell |
-833
| Closed | -$35K | – | 836 |
|
|
2021
Q2 | $35K | Buy |
833
+6
| +0.7% | +$252 | 0.02% | 407 |
|
|
2021
Q1 | $33K | Buy |
827
+1
| +0.1% | +$40 | 0.03% | 396 |
|
|
2020
Q4 | $29K | Buy |
+826
| New | +$29K | 0.03% | 408 |
|