GWA
Guidant Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.78M | Sell |
49,056
-36
| -0.1% | -$1.31K | 0.66% | 35 |
|
|
2019
Q2 | $1.78M | Hold |
49,092
| – | – | 0.69% | 33 |
|
|
2019
Q1 | $1.76M | Sell |
49,092
-2,276
| -4% | -$81.5K | 0.68% | 33 |
|
|
2018
Q4 | $1.62M | Buy |
+51,368
| New | +$1.62M | 0.76% | 33 |
|
|
2017
Q3 | – | Sell |
-19,173
| Closed | -$1.86M | – | 197 |
|
|
2017
Q2 | $1.86M | Sell |
19,173
-1,398
| -7% | -$136K | 0.96% | 32 |
|
|
2017
Q1 | $1.99M | Sell |
20,571
-856
| -4% | -$82.6K | 1.04% | 32 |
|
|
2016
Q4 | $2.05M | Sell |
21,427
-3,615
| -14% | -$346K | 1.16% | 32 |
|
|
2016
Q3 | $2.24M | Buy |
+25,042
| New | +$2.24M | 1.38% | 23 |
|