Parallel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,360
| Closed | -$39K | – | 2574 |
|
|
2020
Q3 | $39K | Sell |
1,360
-721
| -35% | -$20.7K | ﹤0.01% | 1146 |
|
|
2020
Q2 | $58K | Hold |
2,081
| – | – | ﹤0.01% | 984 |
|
|
2020
Q1 | $50K | Hold |
2,081
| – | – | ﹤0.01% | 937 |
|
|
2019
Q4 | $79K | Hold |
2,081
| – | – | 0.01% | 873 |
|
|
2019
Q3 | $76K | Hold |
2,081
| – | – | 0.01% | 809 |
|
|
2019
Q2 | $75K | Hold |
2,081
| – | – | 0.01% | 748 |
|
|
2019
Q1 | $74K | Buy |
+2,081
| New | +$74K | 0.01% | 705 |
|