Financial Gravity Asset 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
Q1 | – | Sell |
-12
| Closed | -$551 | – | 1997 |
|
|
2023
Q4 | $551 | Buy |
12
+6
| +100% | +$276 | ﹤0.01% | 1142 |
|
|
2023
Q3 | $254 | Buy |
+6
| New | +$254 | ﹤0.01% | 915 |
|
|
2023
Q2 | – | Sell |
-41
| Closed | -$266 | – | 1664 |
|
|
2023
Q1 | $266 | Buy |
+41
| New | +$266 | 0.01% | 567 |
|
|
2022
Q4 | – | Sell |
-38
| Closed | -$245 | – | 1435 |
|
|
2022
Q3 | $245 | Sell |
38
-1
| -3% | -$6 | 0.01% | 514 |
|
|
2022
Q2 | $253 | Sell |
39
-5
| -11% | -$32 | 0.01% | 500 |
|
|
2022
Q1 | $289 | Hold |
44
| – | – | 0.01% | 514 |
|
|
2021
Q4 | $288 | Buy |
44
+38
| +633% | +$249 | 0.01% | 581 |
|
|
2021
Q3 | $41K | Hold |
6
| – | – | 0.02% | 636 |
|
|
2021
Q2 | $42K | Hold |
6
| – | – | 0.02% | 620 |
|
|
2021
Q1 | $261 | Sell |
6
-27
| -82% | -$1.18K | 0.01% | 434 |
|
|
2020
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 390 |
|
|
2020
Q2 | – | Sell |
-132
| Closed | -$3.18K | – | 232 |
|
|
2020
Q1 | $3.18K | Buy |
+132
| New | +$3.18K | 0.01% | 368 |
|