Tennessee Valley Asset Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-377
| Closed | -$17.2K | – | 284 |
|
|
2023
Q4 | $17.2K | Buy |
+377
| New | +$17.2K | ﹤0.01% | 362 |
|
|
2019
Q4 | – | Sell |
-5,843
| Closed | -$212K | – | 65 |
|
|
2019
Q3 | $212K | Sell |
5,843
-160
| -3% | -$5.81K | 0.15% | 52 |
|
|
2019
Q2 | $217K | Sell |
6,003
-1,052
| -15% | -$38K | 0.16% | 59 |
|
|
2019
Q1 | $253K | Sell |
7,055
-1,360
| -16% | -$48.8K | 0.22% | 50 |
|
|
2018
Q4 | $266K | Buy |
+8,415
| New | +$266K | 0.3% | 48 |
|