BerganKDV 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
Q2 | $14.5K | Hold |
344
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $14.1K | Hold |
344
| – | – | ﹤0.01% | 554 |
|
|
2022
Q4 | $14.2K | Hold |
344
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $13K | Hold |
344
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $13K | Hold |
344
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $15K | Hold |
344
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $15K | Hold |
344
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $14K | Hold |
344
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $14K | Hold |
344
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $14K | Hold |
344
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $12K | Hold |
344
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $10K | Sell |
344
-112
| -25% | -$3.26K | ﹤0.01% | 503 |
|
|
2020
Q2 | $13K | Sell |
456
-120
| -21% | -$3.42K | ﹤0.01% | 500 |
|
|
2020
Q1 | $14K | Sell |
576
-368
| -39% | -$8.94K | ﹤0.01% | 457 |
|
|
2019
Q4 | $36K | Buy |
944
+344
| +57% | +$13.1K | 0.01% | 376 |
|
|
2019
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $22K | Hold |
600
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 401 |
|
|
2018
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 412 |
|
|
2018
Q2 | $21K | Buy |
+600
| New | +$21K | ﹤0.01% | 424 |
|