Total Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-224
| Closed | -$9K | – | 404 |
|
|
2022
Q2 | $9K | Buy |
+224
| New | +$9K | ﹤0.01% | 687 |
|
|
2022
Q1 | – | Sell |
-204
| Closed | -$9K | – | 381 |
|
|
2021
Q4 | $9K | Hold |
204
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $8K | Buy |
+204
| New | +$8K | ﹤0.01% | 725 |
|
|
2021
Q2 | – | Sell |
-204
| Closed | -$8K | – | 323 |
|
|
2021
Q1 | $8K | Buy |
+204
| New | +$8K | ﹤0.01% | 597 |
|
|
2020
Q1 | – | Sell |
-464
| Closed | -$18K | – | 212 |
|
|
2019
Q4 | $18K | Buy |
+464
| New | +$18K | 0.01% | 411 |
|