Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-253
| Closed | -$10K | – | 260 |
|
|
2021
Q3 | $10K | Hold |
253
| – | – | 0.01% | 467 |
|
|
2021
Q2 | $10K | Hold |
253
| – | – | 0.01% | 643 |
|
|
2021
Q1 | $10K | Sell |
253
-59
| -19% | -$2.33K | 0.01% | 629 |
|
|
2020
Q4 | $10K | Sell |
312
-12
| -4% | -$385 | 0.01% | 621 |
|
|
2020
Q3 | $9K | Hold |
324
| – | – | 0.01% | 634 |
|
|
2020
Q2 | $9K | Sell |
324
-2,377
| -88% | -$66K | 0.01% | 657 |
|
|
2020
Q1 | $65K | Sell |
2,701
-3,142
| -54% | -$75.6K | 0.06% | 228 |
|
|
2019
Q4 | $222K | Sell |
5,843
-2,118
| -27% | -$80.5K | 0.18% | 129 |
|
|
2019
Q3 | $289K | Buy |
+7,961
| New | +$289K | 0.31% | 106 |
|