Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-606
| Closed | -$19K | – | 176 |
|
|
2018
Q4 | $19K | Sell |
606
-435
| -42% | -$13.6K | 0.01% | 160 |
|
|
2018
Q3 | $38K | Hold |
1,041
| – | – | 0.01% | 128 |
|
|
2018
Q2 | $37K | Sell |
1,041
-69
| -6% | -$2.45K | 0.01% | 142 |
|
|
2018
Q1 | $38K | Sell |
1,110
-2,724
| -71% | -$93.3K | 0.01% | 128 |
|
|
2017
Q4 | $135K | Sell |
3,834
-522
| -12% | -$18.4K | 0.03% | 86 |
|
|
2017
Q3 | $145K | Sell |
4,356
-357
| -8% | -$11.9K | 0.05% | 57 |
|
|
2017
Q2 | $154K | Sell |
4,713
-1,548
| -25% | -$50.6K | 0.05% | 80 |
|
|
2017
Q1 | $204K | Sell |
6,261
-4,245
| -40% | -$138K | 0.08% | 69 |
|
|
2016
Q4 | $334K | Buy |
+10,506
| New | +$334K | 0.2% | 53 |
|