TFGT
TS Financial Group (TSFG)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-51
| Closed | -$2K | – | 792 |
|
2024
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 663 |
|
2024
Q1 | $2K | Sell |
51
-750
| -94% | -$29.4K | ﹤0.01% | 654 |
|
2023
Q4 | $37K | Hold |
801
| – | – | 0.01% | 323 |
|
2023
Q3 | $33K | Hold |
801
| – | – | 0.01% | 346 |
|
2023
Q2 | $34K | Hold |
801
| – | – | 0.01% | 341 |
|
2023
Q1 | $33K | Hold |
801
| – | – | 0.01% | 331 |
|
2022
Q4 | $33K | Hold |
801
| – | – | 0.01% | 329 |
|
2022
Q3 | $30K | Hold |
801
| – | – | 0.01% | 336 |
|
2022
Q2 | $31K | Buy |
801
+750
| +1,471% | +$29K | 0.01% | 341 |
|
2022
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 778 |
|
2021
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 752 |
|
2021
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 739 |
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 733 |
|
2021
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 666 |
|
2020
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 721 |
|
2020
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 740 |
|
2020
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 731 |
|
2020
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 682 |
|
2019
Q4 | $2K | Sell |
51
-102
| -67% | -$4K | ﹤0.01% | 610 |
|
2019
Q3 | $6K | Hold |
153
| – | – | ﹤0.01% | 481 |
|
2019
Q2 | $6K | Hold |
153
| – | – | ﹤0.01% | 463 |
|
2019
Q1 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 476 |
|