Seven Springs Wealth Group’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
Q2 | – | Sell |
-1,452
| Closed | -$59K | – | 96 |
|
|
2021
Q1 | $59K | Hold |
1,452
| – | – | 0.03% | 77 |
|
|
2020
Q4 | $51K | Hold |
1,452
| – | – | 0.03% | 78 |
|
|
2020
Q3 | $42K | Hold |
1,452
| – | – | 0.03% | 78 |
|
|
2020
Q2 | $41K | Hold |
1,452
| – | – | 0.03% | 76 |
|
|
2020
Q1 | $35K | Sell |
1,452
-507
| -26% | -$12.2K | 0.02% | 77 |
|
|
2019
Q4 | $75K | Buy |
+1,959
| New | +$75K | 0.05% | 79 |
|