First National Bank of South Miami’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $58.9K | Sell |
|
|||||
|
2023
Q1 | $70.1K | Hold |
|
|||||
|
2022
Q4 | $70K | Hold |
|
|||||
|
2022
Q3 | $64K | Hold |
|
|||||
|
2022
Q2 | $67K | Hold |
|
|||||
|
2022
Q1 | $76K | Hold |
|
|||||
|
2021
Q4 | $76K | Hold |
|
|||||
|
2021
Q3 | $71K | Hold |
|
|||||
|
2021
Q2 | $72K | Hold |
|
|||||
|
2021
Q1 | $69K | Hold |
|
|||||
|
2020
Q4 | $60K | Sell |
|
|||||
|
2020
Q3 | $171K | Buy |
|
|||||
|
2020
Q2 | $114K | Sell |
|
|||||
|
2020
Q1 | $124K | Sell |
|
|||||
|
2019
Q4 | $199K | Hold |
|
|||||
|
2019
Q3 | $182K | Hold |
|
|||||
|
2019
Q2 | $191K | Buy |
|
|||||
|
2019
Q1 | $156K | Hold |
|
|||||
|
2018
Q4 | $153K | Buy |
|