Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
-1,600
| Closed | -$65.5K | – | 914 |
|
|
2023
Q3 | $65.5K | Hold |
1,600
| – | – | ﹤0.01% | 795 |
|
|
2023
Q2 | $67.3K | Hold |
1,600
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $65.6K | Hold |
1,600
| – | – | ﹤0.01% | 679 |
|
|
2022
Q4 | $65.8K | Buy |
+1,600
| New | +$65.8K | ﹤0.01% | 675 |
|
|
2020
Q4 | – | Sell |
-1,004
| Closed | -$29K | – | 481 |
|
|
2020
Q3 | $29K | Buy |
+1,004
| New | +$29K | 0.01% | 581 |
|