TC
Truvestments Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-57,300
| Closed | -$2.18M | – | 518 |
|
|
2019
Q4 | $2.18M | Hold |
57,300
| – | – | 1.51% | 16 |
|
|
2019
Q3 | $2.08M | Sell |
57,300
-11,906
| -17% | -$432K | 1.36% | 15 |
|
|
2019
Q2 | $2.51M | Sell |
69,206
-7,169
| -9% | -$259K | 1.69% | 11 |
|
|
2019
Q1 | $2.73M | Buy |
+76,375
| New | +$2.73M | 2.1% | 7 |
|
|
2018
Q3 | $4.08M | Sell |
110,626
-606
| -0.5% | -$22.4K | 1.96% | 6 |
|
|
2018
Q2 | $3.98M | Buy |
+111,232
| New | +$3.98M | 2.5% | 6 |
|