Harfst & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,238
| Closed | -$170K | – | 112 |
|
|
2017
Q2 | $170K | Hold |
5,238
| – | – | 0.07% | 85 |
|
|
2017
Q1 | $170K | Buy |
+5,238
| New | +$170K | 0.07% | 88 |
|
|
2016
Q1 | – | Sell |
-5,238
| Closed | -$140K | – | 110 |
|
|
2015
Q4 | $140K | Hold |
5,238
| – | – | 0.06% | 113 |
|
|
2015
Q3 | $136K | Sell |
5,238
-4,980
| -49% | -$129K | 0.06% | 113 |
|
|
2015
Q2 | $282K | Buy |
+10,218
| New | +$282K | 0.16% | 50 |
|