Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $30K | Hold |
720
| – | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $30K | Buy |
+720
| New | +$30K | ﹤0.01% | 486 |
|
|
2020
Q3 | – | Sell |
-2,692
| Closed | -$76K | – | 1794 |
|
|
2020
Q2 | $76K | Hold |
2,692
| – | – | 0.01% | 387 |
|
|
2020
Q1 | $65K | Hold |
2,692
| – | – | 0.01% | 393 |
|
|
2019
Q4 | $102K | Hold |
2,692
| – | – | 0.01% | 342 |
|
|
2019
Q3 | $98K | Buy |
2,692
+1,957
| +266% | +$71.2K | 0.01% | 352 |
|
|
2019
Q2 | $27K | Buy |
+735
| New | +$27K | ﹤0.01% | 719 |
|