Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$39K | – | 778 |
|
|
2022
Q2 | $39K | Hold |
1,000
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $44K | Hold |
1,000
| – | – | 0.02% | 325 |
|
|
2021
Q4 | $44K | Hold |
1,000
| – | – | 0.02% | 293 |
|
|
2021
Q3 | $41K | Buy |
1,000
+500
| +100% | +$20.5K | 0.02% | 278 |
|
|
2021
Q2 | $21K | Buy |
+500
| New | +$21K | 0.02% | 274 |
|