Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $323K | Hold |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $479K | Buy |
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|
2019
Q3 | $421K | Hold |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $415K | Buy |
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|
2018
Q4 | $240K | Buy |
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|
2018
Q3 | $243K | Hold |
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|
2018
Q2 | $236K | Buy |
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|
2018
Q1 | $188K | Buy |
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