Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $411K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.41M | Hold |
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|
2019
Q1 | $1.41M | Hold |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.39M | Sell |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $2.38M | Sell |
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|
2017
Q4 | $2.54M | Buy |
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