HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $512K | Buy |
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2022
Q1 | $569K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $493K | Buy |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $640K | Sell |
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|
2020
Q2 | $668K | Sell |
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|
2020
Q1 | $628K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $523K | Buy |
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|
2019
Q2 | $506K | Sell |
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|
2019
Q1 | $510K | Sell |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $612K | Sell |
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|
2018
Q2 | $599K | Buy |
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|
2018
Q1 | $567K | Buy |
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|
2017
Q4 | $583K | Buy |
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