Harborview Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $946K | Buy |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $956K | Sell |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $754K | Buy |
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|
2020
Q2 | $727K | Buy |
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|
2020
Q1 | $551K | Buy |
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|
2019
Q4 | $828K | Sell |
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|
2019
Q3 | $874K | Sell |
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|
2019
Q2 | $949K | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $854K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.4M | Buy |
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