Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,234
| Closed | -$580K | – | 216 |
|
|
2019
Q4 | $580K | Buy |
15,234
+963
| +7% | +$36.7K | 0.16% | 115 |
|
|
2019
Q3 | $518K | Buy |
14,271
+6
| +0% | +$218 | 0.16% | 120 |
|
|
2019
Q2 | $516K | Sell |
14,265
-176
| -1% | -$6.37K | 0.17% | 119 |
|
|
2019
Q1 | $517K | Buy |
14,441
+2,048
| +17% | +$73.3K | 0.18% | 117 |
|
|
2018
Q4 | $392K | Sell |
12,393
-439
| -3% | -$13.9K | 0.18% | 115 |
|
|
2018
Q3 | $471K | Buy |
12,832
+2,853
| +29% | +$105K | 0.19% | 116 |
|
|
2018
Q2 | $356K | Sell |
9,979
-252
| -2% | -$8.99K | 0.2% | 110 |
|
|
2018
Q1 | $342K | Sell |
10,231
-6,299
| -38% | -$211K | 0.19% | 102 |
|
|
2017
Q4 | $572K | Buy |
+16,530
| New | +$572K | 0.36% | 57 |
|