HA
Harborview Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $946K | Buy |
22,811
+1,063
| +5% | +$44.1K | 0.53% | 36 |
|
|
2021
Q2 | $912K | Sell |
21,748
-1,905
| -8% | -$79.9K | 0.51% | 39 |
|
|
2021
Q1 | $956K | Sell |
23,653
-1,813
| -7% | -$73.3K | 0.58% | 34 |
|
|
2020
Q4 | $886K | Sell |
25,466
-604
| -2% | -$21K | 0.59% | 35 |
|
|
2020
Q3 | $754K | Buy |
26,070
+417
| +2% | +$12.1K | 0.58% | 41 |
|
|
2020
Q2 | $727K | Buy |
25,653
+2,847
| +12% | +$80.7K | 0.6% | 40 |
|
|
2020
Q1 | $551K | Buy |
22,806
+1,049
| +5% | +$25.3K | 0.55% | 38 |
|
|
2019
Q4 | $828K | Sell |
21,757
-2,315
| -10% | -$88.1K | 0.63% | 26 |
|
|
2019
Q3 | $874K | Sell |
24,072
-2,141
| -8% | -$77.7K | 0.7% | 23 |
|
|
2019
Q2 | $949K | Sell |
26,213
-3,738
| -12% | -$135K | 0.77% | 24 |
|
|
2019
Q1 | $1.07M | Buy |
29,951
+2,967
| +11% | +$106K | 0.93% | 21 |
|
|
2018
Q4 | $854K | Sell |
26,984
-2,896
| -10% | -$91.7K | 1% | 20 |
|
|
2018
Q3 | $1.1M | Sell |
29,880
-3,991
| -12% | -$147K | 1.12% | 18 |
|
|
2018
Q2 | $1.21M | Sell |
33,871
-5,664
| -14% | -$203K | 1.12% | 19 |
|
|
2018
Q1 | $1.35M | Sell |
39,535
-63
| -0.2% | -$2.15K | 1.28% | 17 |
|
|
2017
Q4 | $1.4M | Buy |
+39,598
| New | +$1.4M | 1.34% | 17 |
|