Aspire 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
Q1 | – | Sell |
-104
| Closed | -$4.28K | – | 194 |
|
|
2022
Q4 | $4.28K | Hold |
104
| – | – | ﹤0.01% | 176 |
|
|
2022
Q3 | $4K | Sell |
104
-173
| -62% | -$6.65K | ﹤0.01% | 155 |
|
|
2022
Q2 | $11K | Buy |
277
+1
| +0.4% | +$40 | 0.01% | 145 |
|
|
2022
Q1 | $12K | Sell |
276
-2,281
| -89% | -$99.2K | 0.01% | 143 |
|
|
2021
Q4 | $113K | Buy |
+2,557
| New | +$113K | 0.09% | 103 |
|