LifePlan Financial Group’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
Q3 | $200K | Sell |
6,927
-198
| -3% | -$5.72K | 0.09% | 130 |
|
|
2020
Q2 | $202K | Buy |
7,125
+1,032
| +17% | +$29.3K | 0.09% | 122 |
|
|
2020
Q1 | $147K | Buy |
6,093
+915
| +18% | +$22.1K | 0.08% | 134 |
|
|
2019
Q4 | $197K | Buy |
5,178
+3,473
| +204% | +$132K | 0.09% | 134 |
|
|
2019
Q3 | $62K | Buy |
1,705
+1,059
| +164% | +$38.5K | 0.03% | 220 |
|
|
2019
Q2 | $23K | Buy |
646
+211
| +49% | +$7.51K | 0.01% | 327 |
|
|
2019
Q1 | $16K | Hold |
435
| – | – | 0.01% | 362 |
|
|
2018
Q4 | $14K | Hold |
435
| – | – | 0.01% | 359 |
|
|
2018
Q3 | $16K | Hold |
435
| – | – | 0.01% | 352 |
|
|
2018
Q2 | $16K | Hold |
435
| – | – | 0.01% | 346 |
|
|
2018
Q1 | $15K | Buy |
+435
| New | +$15K | 0.01% | 337 |
|