Graves Light Lenhart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$117K | – | 283 |
|
|
2022
Q2 | $117K | Hold |
3,000
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $133K | Hold |
3,000
| – | – | 0.02% | 221 |
|
|
2021
Q4 | $133K | Hold |
3,000
| – | – | 0.02% | 247 |
|
|
2021
Q3 | $124K | Hold |
3,000
| – | – | 0.02% | 244 |
|
|
2021
Q2 | $126K | Hold |
3,000
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $121K | Hold |
3,000
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $104K | Buy |
+3,000
| New | +$104K | 0.02% | 256 |
|