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B.O.S.S. Retirement Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,575
Closed -$255K – 156
2023
Q4 		$255K Buy
+5,575
New +$255K 0.05% 220