Lenox Wealth 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
Q1 | $1.69M | Buy |
38,600
+750
| +2% | +$32.9K | 0.21% | 33 |
|
|
2021
Q4 | $1.68M | Hold |
37,850
| – | – | 0.2% | 34 |
|
|
2021
Q3 | $1.57M | Hold |
37,850
| – | – | 0.2% | 32 |
|
|
2021
Q2 | $1.59M | Buy |
+37,850
| New | +$1.59M | 0.2% | 33 |
|
|
2020
Q1 | – | Sell |
-132
| Closed | -$5K | – | 802 |
|
|
2019
Q4 | $5K | Buy |
+132
| New | +$5K | ﹤0.01% | 476 |
|