Bickling Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.1M | Buy |
99,589
+5,685
| +6% | +$234K | 2.56% | 6 |
|
|
2022
Q3 | $3.54M | Buy |
93,904
+840
| +0.9% | +$31.6K | 2.38% | 9 |
|
|
2022
Q2 | $3.63M | Sell |
93,064
-57
| -0.1% | -$2.22K | 2.3% | 9 |
|
|
2022
Q1 | $4.14M | Buy |
93,121
+3,611
| +4% | +$160K | 2.12% | 12 |
|
|
2021
Q4 | $3.97M | Buy |
89,510
+1,559
| +2% | +$69.2K | 1.93% | 12 |
|
|
2021
Q3 | $3.65M | Buy |
87,951
+4,741
| +6% | +$197K | 1.85% | 13 |
|
|
2021
Q2 | $3.49M | Buy |
83,210
+27,876
| +50% | +$1.17M | 1.58% | 17 |
|
|
2021
Q1 | $2.24M | Sell |
55,334
-1,655
| -3% | -$66.9K | 1.13% | 22 |
|
|
2020
Q4 | $1.98M | Buy |
+56,989
| New | +$1.98M | 1.22% | 23 |
|