GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.46M | Hold |
28,492
| – | – | 0.11% | 162 |
|
|
2024
Q2 | $1.33M | Buy |
28,492
+284
| +1% | +$13.3K | 0.1% | 167 |
|
|
2024
Q1 | $1.38M | Hold |
28,208
| – | – | 0.11% | 159 |
|
|
2023
Q4 | $1.29M | Buy |
28,208
+1,143
| +4% | +$52.2K | 0.11% | 163 |
|
|
2023
Q3 | $1.11M | Hold |
27,065
| – | – | 0.11% | 168 |
|
|
2023
Q2 | $1.14M | Hold |
27,065
| – | – | 0.1% | 166 |
|
|
2023
Q1 | $1.11M | Hold |
27,065
| – | – | 0.13% | 121 |
|
|
2022
Q4 | $1.11M | Buy |
27,065
+463
| +2% | +$19K | 0.24% | 67 |
|
|
2022
Q3 | $1M | Buy |
26,602
+576
| +2% | +$21.7K | 0.27% | 56 |
|
|
2022
Q2 | $1.01M | Hold |
26,026
| – | – | 0.28% | 55 |
|
|
2022
Q1 | $1.16M | Sell |
26,026
-912
| -3% | -$40.5K | 0.28% | 46 |
|
|
2021
Q4 | $1.2M | Hold |
26,938
| – | – | 0.32% | 51 |
|
|
2021
Q3 | $1.12M | Sell |
26,938
-121
| -0.4% | -$5.02K | 0.57% | 37 |
|
|
2021
Q2 | $1.14M | Hold |
27,059
| – | – | 0.59% | 35 |
|
|
2021
Q1 | $1.09M | Hold |
27,059
| – | – | 0.6% | 33 |
|
|
2020
Q4 | $942K | Sell |
27,059
-3,976
| -13% | -$138K | 0.54% | 37 |
|
|
2020
Q3 | $898K | Sell |
31,035
-2,157
| -6% | -$62.4K | 0.59% | 32 |
|
|
2020
Q2 | $941K | Sell |
33,192
-4,663
| -12% | -$132K | 0.68% | 31 |
|
|
2020
Q1 | $915K | Buy |
37,855
+1,977
| +6% | +$47.8K | 0.58% | 35 |
|
|
2019
Q4 | $1.37M | Buy |
35,878
+858
| +2% | +$32.6K | 0.6% | 28 |
|
|
2019
Q3 | $1.27M | Buy |
35,020
+4,329
| +14% | +$157K | 0.63% | 29 |
|
|
2019
Q2 | $1.11M | Sell |
30,691
-73
| -0.2% | -$2.64K | 0.59% | 34 |
|
|
2019
Q1 | $1.1M | Sell |
30,764
-31
| -0.1% | -$1.11K | 0.62% | 30 |
|
|
2018
Q4 | $974K | Buy |
+30,795
| New | +$974K | 0.71% | 29 |
|