Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-210
| Closed | -$6K | – | 466 |
|
|
2015
Q4 | $6K | Hold |
210
| – | – | ﹤0.01% | 402 |
|
|
2015
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 415 |
|
|
2015
Q2 | $6K | Hold |
210
| – | – | ﹤0.01% | 425 |
|
|
2015
Q1 | $6K | Hold |
210
| – | – | ﹤0.01% | 433 |
|
|
2014
Q4 | $6K | Hold |
210
| – | – | ﹤0.01% | 448 |
|
|
2014
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 464 |
|
|
2014
Q2 | $6K | Buy |
+210
| New | +$6K | ﹤0.01% | 452 |
|