Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-188
| Closed | -$8.77K | – | 435 |
|
|
2024
Q2 | $8.77K | Buy |
188
+2
| +1% | +$93 | ﹤0.01% | 682 |
|
|
2024
Q1 | $9.09K | Buy |
+186
| New | +$9.09K | ﹤0.01% | 705 |
|
|
2023
Q1 | – | Sell |
-765
| Closed | -$31.5K | – | 490 |
|
|
2022
Q4 | $31.5K | Hold |
765
| – | – | 0.01% | 592 |
|
|
2022
Q3 | $29K | Buy |
+765
| New | +$29K | 0.01% | 588 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$2K | – | 564 |
|
|
2019
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 1469 |
|
|
2019
Q3 | $2K | Sell |
55
-145
| -73% | -$5.27K | ﹤0.01% | 1489 |
|
|
2019
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1243 |
|