StrongBox Wealth’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
2020
Q3
Sell
-25,308
Closed -$717K 81
2020
Q2
$717K Sell
25,308
-28,225
-53% -$800K 0.65% 46
2020
Q1
$1.29M Buy
+53,533
New +$1.29M 1.47% 24