First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.8K | Hold |
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|
2024
Q2 | $11.7K | Sell |
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|
2024
Q1 | $31.5K | Sell |
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|
2023
Q4 | $38.8K | Hold |
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|
2023
Q3 | $34.8K | Hold |
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|
2023
Q2 | $35.7K | Hold |
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|
2023
Q1 | $34.8K | Sell |
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|
2022
Q4 | $43.2K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $43K | Sell |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $38K | Sell |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $83K | Sell |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $82K | Sell |
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|
2018
Q3 | $109K | Sell |
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|
2018
Q2 | $106K | Hold |
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|
2018
Q1 | $101K | Sell |
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|
2017
Q4 | $113K | Hold |
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|
2017
Q3 | $106K | Hold |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $104K | Sell |
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|
2016
Q4 | $141K | Sell |
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|
2016
Q3 | $171K | Sell |
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|
2016
Q2 | $170K | Sell |
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|
2016
Q1 | $171K | Sell |
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|
2015
Q4 | $183K | Buy |
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|
2015
Q3 | $176K | Sell |
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|
2015
Q2 | $218K | Buy |
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|
2015
Q1 | $205K | Sell |
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|
2014
Q4 | $266K | Buy |
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