ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $52.7K | Sell |
1,127
-1,785
| -61% | -$83.5K | 0.03% | 237 |
|
|
2024
Q1 | $142K | Buy |
2,912
+134
| +5% | +$6.54K | 0.03% | 328 |
|
|
2023
Q4 | $127K | Buy |
+2,778
| New | +$127K | 0.03% | 322 |
|
|
2023
Q3 | – | Sell |
-2,476
| Closed | -$104K | – | 458 |
|
|
2023
Q2 | $104K | Buy |
2,476
+289
| +13% | +$12.2K | 0.03% | 325 |
|
|
2023
Q1 | $89.6K | Hold |
2,187
| – | – | 0.02% | 355 |
|
|
2022
Q4 | $90K | Buy |
+2,187
| New | +$90K | 0.02% | 391 |
|