Cordasco Financial Network’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
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 554 |
|
2020
Q2 | – | Sell |
-180
| Closed | -$4K | – | 499 |
|
2020
Q1 | $4K | Hold |
180
| – | – | ﹤0.01% | 351 |
|
2019
Q4 | $7K | Hold |
180
| – | – | 0.01% | 307 |
|
2019
Q3 | $7K | Hold |
180
| – | – | 0.01% | 324 |
|
2019
Q2 | $7K | Hold |
180
| – | – | 0.01% | 316 |
|
2019
Q1 | $6K | Hold |
180
| – | – | 0.01% | 346 |
|
2018
Q4 | $6K | Hold |
180
| – | – | 0.01% | 282 |
|
2018
Q3 | $7K | Buy |
+180
| New | +$7K | 0.01% | 259 |
|