AIS
Accurate Investment Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-82
| Closed | -$3K | – | 443 |
|
|
2019
Q4 | $3K | Buy |
82
+1
| +1% | +$37 | ﹤0.01% | 364 |
|
|
2019
Q3 | $3K | Hold |
81
| – | – | ﹤0.01% | 305 |
|
|
2019
Q2 | $3K | Buy |
81
+1
| +1% | +$37 | ﹤0.01% | 315 |
|
|
2019
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 297 |
|
|
2018
Q4 | $3K | Buy |
80
+1
| +1% | +$38 | ﹤0.01% | 264 |
|
|
2018
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 302 |
|
|
2018
Q2 | $3K | Buy |
79
+1
| +1% | +$38 | ﹤0.01% | 382 |
|
|
2018
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 369 |
|
|
2017
Q4 | $3K | Buy |
78
+52
| +200% | +$2K | ﹤0.01% | 365 |
|
|
2017
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 365 |
|
|
2017
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 286 |
|
|
2017
Q1 | $2K | Buy |
26
+1
| +4% | +$77 | ﹤0.01% | 270 |
|
|
2016
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 267 |
|
|
2016
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 253 |
|
|
2016
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 250 |
|