Atlas Capital 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,131
| Closed | -$32.1K | – | 373 |
|
2020
Q2 | $32.1K | Hold |
1,131
| – | – | 0.01% | 511 |
|
2020
Q1 | $27.3K | Hold |
1,131
| – | – | 0.01% | 489 |
|
2019
Q4 | $43K | Hold |
1,131
| – | – | 0.01% | 479 |
|
2019
Q3 | $41.1K | Hold |
1,131
| – | – | 0.01% | 476 |
|
2019
Q2 | $40.9K | Buy |
+1,131
| New | +$40.9K | 0.01% | 492 |
|