PAG
Powers Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
46,073
+337
| +0.7% | +$16.9K | 1.02% | 18 |
|
|
2025
Q1 | $2.26M | Sell |
45,736
-1,800
| -4% | -$89.1K | 1.08% | 17 |
|
|
2024
Q4 | $2.42M | Buy |
47,536
+233
| +0.5% | +$11.9K | 1.21% | 17 |
|
|
2024
Q3 | $2.42M | Sell |
47,303
-506
| -1% | -$25.9K | 1.21% | 18 |
|
|
2024
Q2 | $2.24M | Sell |
47,809
-852
| -2% | -$39.8K | 1.22% | 16 |
|
|
2024
Q1 | $2.37M | Buy |
48,661
+544
| +1% | +$26.5K | 1.36% | 15 |
|
|
2023
Q4 | $2.2M | Buy |
48,117
+1,702
| +4% | +$77.8K | 1.36% | 15 |
|
|
2023
Q3 | $1.9M | Sell |
46,415
-1,588
| -3% | -$65K | 1.29% | 17 |
|
|
2023
Q2 | $2.02M | Buy |
48,003
+2,217
| +5% | +$93.2K | 1.34% | 18 |
|
|
2023
Q1 | $1.88M | Buy |
45,786
+3,340
| +8% | +$137K | 1.31% | 19 |
|
|
2022
Q4 | $1.75M | Buy |
42,446
+1,268
| +3% | +$52.2K | 1.29% | 19 |
|
|
2022
Q3 | $1.55M | Buy |
41,178
+866
| +2% | +$32.6K | 1.24% | 20 |
|
|
2022
Q2 | $1.57M | Buy |
40,312
+2,770
| +7% | +$108K | 1.21% | 21 |
|
|
2022
Q1 | $1.67M | Sell |
37,542
-2,510
| -6% | -$112K | 1.16% | 22 |
|
|
2021
Q4 | $1.78M | Buy |
+40,052
| New | +$1.78M | 1.25% | 20 |
|