Pinnacle Bancorp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-224
| Closed | -$10.3K | – | 827 |
|
|
2023
Q4 | $10.3K | Hold |
224
| – | – | ﹤0.01% | 624 |
|
|
2023
Q3 | $9.19K | Sell |
224
-95
| -30% | -$3.9K | ﹤0.01% | 622 |
|
|
2023
Q2 | $13.4K | Hold |
319
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $13.1K | Hold |
319
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $13K | Buy |
+319
| New | +$13K | 0.01% | 535 |
|