Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-570
| Closed | -$27.8K | – | 616 |
|
|
2024
Q1 | $27.8K | Sell |
570
-1,857
| -77% | -$90.6K | ﹤0.01% | 399 |
|
|
2023
Q4 | $111K | Sell |
2,427
-436
| -15% | -$19.9K | 0.02% | 246 |
|
|
2023
Q3 | $117K | Buy |
2,863
+928
| +48% | +$38K | 0.02% | 217 |
|
|
2023
Q2 | $81.4K | Hold |
1,935
| – | – | 0.02% | 259 |
|
|
2023
Q1 | $79.3K | Hold |
1,935
| – | – | 0.02% | 258 |
|
|
2022
Q4 | $79.6K | Hold |
1,935
| – | – | 0.02% | 246 |
|
|
2022
Q3 | $73K | Hold |
1,935
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $75K | Hold |
1,935
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $86K | Hold |
1,935
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $86K | Hold |
1,935
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $80K | Hold |
1,935
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $81K | Buy |
+1,935
| New | +$81K | 0.02% | 235 |
|