HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $512K | Buy |
13,139
+321
| +3% | +$12.5K | 0.34% | 67 |
|
|
2022
Q1 | $569K | Buy |
12,818
+902
| +8% | +$40K | 0.34% | 66 |
|
|
2021
Q4 | $529K | Buy |
11,916
+30
| +0.3% | +$1.33K | 0.29% | 68 |
|
|
2021
Q3 | $493K | Buy |
11,886
+16
| +0.1% | +$664 | 0.3% | 68 |
|
|
2021
Q2 | $498K | Sell |
11,870
-920
| -7% | -$38.6K | 0.29% | 68 |
|
|
2021
Q1 | $517K | Sell |
12,790
-1,171
| -8% | -$47.3K | 0.32% | 64 |
|
|
2020
Q4 | $486K | Sell |
13,961
-8,157
| -37% | -$284K | 0.31% | 64 |
|
|
2020
Q3 | $640K | Sell |
22,118
-1,438
| -6% | -$41.6K | 0.46% | 60 |
|
|
2020
Q2 | $668K | Sell |
23,556
-2,427
| -9% | -$68.8K | 0.52% | 57 |
|
|
2020
Q1 | $628K | Sell |
25,983
-822
| -3% | -$19.9K | 0.56% | 55 |
|
|
2019
Q4 | $1.02M | Buy |
26,805
+12,396
| +86% | +$472K | 0.8% | 49 |
|
|
2019
Q3 | $523K | Buy |
14,409
+419
| +3% | +$15.2K | 0.45% | 61 |
|
|
2019
Q2 | $506K | Sell |
13,990
-251
| -2% | -$9.08K | 0.51% | 45 |
|
|
2019
Q1 | $510K | Sell |
14,241
-1,558
| -10% | -$55.8K | 0.53% | 44 |
|
|
2018
Q4 | $500K | Sell |
15,799
-802
| -5% | -$25.4K | 1.12% | 21 |
|
|
2018
Q3 | $612K | Sell |
16,601
-127
| -0.8% | -$4.68K | 0.54% | 54 |
|
|
2018
Q2 | $599K | Buy |
16,728
+120
| +0.7% | +$4.3K | 0.58% | 54 |
|
|
2018
Q1 | $567K | Buy |
16,608
+81
| +0.5% | +$2.77K | 0.56% | 55 |
|
|
2017
Q4 | $583K | Buy |
+16,527
| New | +$583K | 0.56% | 53 |
|