SIA
Starfire Investment Advisers’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.38M | Sell |
48,561
-672
| -1% | -$19K | 0.66% | 44 |
|
|
2020
Q1 | $1.19M | Sell |
49,233
-9,546
| -16% | -$231K | 0.65% | 39 |
|
|
2019
Q4 | $2.24M | Buy |
58,779
+68
| +0.1% | +$2.59K | 0.85% | 33 |
|
|
2019
Q3 | $2.13M | Buy |
58,711
+78
| +0.1% | +$2.83K | 0.87% | 31 |
|
|
2019
Q2 | $2.12M | Buy |
58,633
+55
| +0.1% | +$1.99K | 0.95% | 29 |
|
|
2019
Q1 | $2.1M | Buy |
58,578
+15
| +0% | +$537 | 0.96% | 29 |
|
|
2018
Q4 | $1.85M | Buy |
58,563
+6,118
| +12% | +$193K | 1% | 27 |
|
|
2018
Q3 | $1.93M | Sell |
52,445
-18,859
| -26% | -$695K | 0.96% | 25 |
|
|
2018
Q2 | $2.55M | Sell |
71,304
-4,046
| -5% | -$145K | 1.29% | 21 |
|
|
2018
Q1 | $2.57M | Buy |
+75,350
| New | +$2.57M | 1.34% | 19 |
|
|
2017
Q4 | – | Sell |
-25,231
| Closed | -$2.52M | – | 165 |
|
|
2017
Q3 | $2.52M | Buy |
25,231
+55
| +0.2% | +$5.5K | 1.53% | 18 |
|
|
2017
Q2 | $2.46M | Buy |
25,176
+202
| +0.8% | +$19.7K | 1.44% | 19 |
|
|
2017
Q1 | $2.42M | Buy |
24,974
+3,447
| +16% | +$334K | 1.3% | 21 |
|
|
2016
Q4 | $2.03M | Buy |
21,527
+1,478
| +7% | +$139K | 1.16% | 24 |
|
|
2016
Q3 | $1.82M | Buy |
20,049
+558
| +3% | +$50.7K | 1.08% | 26 |
|
|
2016
Q2 | $1.74M | Buy |
19,491
+1,641
| +9% | +$147K | 1.2% | 24 |
|
|
2016
Q1 | $1.54M | Buy |
17,850
+900
| +5% | +$77.5K | 1.01% | 26 |
|
|
2015
Q4 | $1.36M | Hold |
16,950
| – | – | 0.94% | 27 |
|
|
2015
Q3 | $1.32M | Sell |
16,950
-1,775
| -9% | -$138K | 0.96% | 27 |
|
|
2015
Q2 | $1.55M | Buy |
18,725
+585
| +3% | +$48.4K | 1.02% | 27 |
|
|
2015
Q1 | $1.56M | Buy |
+18,140
| New | +$1.56M | 1.02% | 26 |
|