BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-32,322
| Closed | -$1.02M | – | 72 |
|
|
2016
Q4 | $1.02M | Buy |
32,322
+29,118
| +909% | +$916K | 0.53% | 26 |
|
|
2016
Q3 | $11.8K | Sell |
3,204
-37,425
| -92% | -$137K | 0.41% | 28 |
|
|
2016
Q2 | $1.21M | Hold |
40,629
| – | – | 0.67% | 19 |
|
|
2016
Q1 | $1.17M | Buy |
+40,629
| New | +$1.17M | 0.66% | 19 |
|
|
2015
Q4 | – | Sell |
-51,243
| Closed | -$1.33M | – | 66 |
|
|
2015
Q3 | $1.33M | Buy |
+51,243
| New | +$1.33M | 0.79% | 16 |
|