Bernardo Wealth Planning’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
Q1 | – | Sell |
-7,002
| Closed | -$266K | – | 140 |
|
|
2019
Q4 | $266K | Buy |
7,002
+17
| +0.2% | +$646 | 0.16% | 131 |
|
|
2019
Q3 | $253K | Sell |
6,985
-943
| -12% | -$34.2K | 0.18% | 127 |
|
|
2019
Q2 | $287K | Sell |
7,928
-36
| -0.5% | -$1.3K | 0.22% | 112 |
|
|
2019
Q1 | $285K | Buy |
7,964
+551
| +7% | +$19.7K | 0.23% | 112 |
|
|
2018
Q4 | $234K | Buy |
+7,413
| New | +$234K | 0.21% | 114 |
|