Freedman Financial Associates’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 | – | Sell |
-117
| Closed | -$5K | – | 111 |
|
|
2022
Q1 | $5K | Sell |
117
-1,583
| -93% | -$67.7K | ﹤0.01% | 407 |
|
|
2021
Q4 | $75K | Hold |
1,700
| – | – | 0.05% | 152 |
|
|
2021
Q3 | $70K | Hold |
1,700
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $71K | Hold |
1,700
| – | – | 0.05% | 148 |
|
|
2021
Q1 | $69K | Buy |
1,700
+430
| +34% | +$17.5K | 0.06% | 149 |
|
|
2020
Q4 | $44K | Buy |
+1,270
| New | +$44K | 0.04% | 197 |
|