Argent Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,710
| Closed | -$241K | – | 138 |
|
|
2024
Q3 | $241K | Hold |
4,710
| – | – | 0.09% | 127 |
|
|
2024
Q2 | $220K | Sell |
4,710
-320
| -6% | -$15K | 0.09% | 130 |
|
|
2024
Q1 | $245K | Sell |
5,030
-200
| -4% | -$9.75K | 0.1% | 122 |
|
|
2023
Q4 | $239K | Hold |
5,230
| – | – | 0.1% | 125 |
|
|
2023
Q3 | $214K | Buy |
+5,230
| New | +$214K | 0.1% | 123 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 225 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 509 |
|