BCS Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.54M | Hold |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.46M | Hold |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $2.81M | Sell |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.64M | Sell |
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|
2020
Q4 | $3.47M | Sell |
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|
2020
Q3 | $2.9M | Sell |
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|
2020
Q2 | $3.13M | Sell |
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|
2020
Q1 | $2.67M | Sell |
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|
2019
Q4 | $4.23M | Buy |
|