Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-128
| Closed | -$5.25K | – | 539 |
|
|
2023
Q1 | $5.25K | Hold |
128
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $5.27K | Hold |
128
| – | – | ﹤0.01% | 485 |
|
|
2022
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 472 |
|
|
2022
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $6K | Hold |
128
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $6K | Hold |
128
| – | – | ﹤0.01% | 437 |
|
|
2021
Q3 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 381 |
|
|
2021
Q2 | – | Sell |
-128
| Closed | -$5K | – | 193 |
|
|
2021
Q1 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 379 |
|