Vigilare 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
Q2 | – | Sell |
-5,716
| Closed | -$254K | – | 118 |
|
|
2022
Q1 | $254K | Sell |
5,716
-215
| -4% | -$9.55K | 0.21% | 113 |
|
|
2021
Q4 | $263K | Buy |
5,931
+15
| +0.3% | +$665 | 0.16% | 148 |
|
|
2021
Q3 | $245K | Buy |
+5,916
| New | +$245K | 0.15% | 164 |
|
|
2020
Q2 | – | Sell |
-15,295
| Closed | -$370K | – | 125 |
|
|
2020
Q1 | $370K | Sell |
15,295
-1,694
| -10% | -$41K | 0.44% | 60 |
|
|
2019
Q4 | $632K | Buy |
+16,989
| New | +$632K | 0.42% | 62 |
|