Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 945 |
|
|
2020
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 771 |
|
|
2020
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 755 |
|
|
2020
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 743 |
|
|
2019
Q4 | $12K | Sell |
300
-726
| -71% | -$29K | ﹤0.01% | 765 |
|
|
2019
Q3 | $38K | Hold |
1,026
| – | – | 0.01% | 545 |
|
|
2019
Q2 | $38K | Hold |
1,026
| – | – | 0.01% | 566 |
|
|
2019
Q1 | $38K | Hold |
1,026
| – | – | 0.01% | 548 |
|
|
2018
Q4 | $34K | Buy |
1,026
+726
| +242% | +$24.1K | 0.01% | 524 |
|
|
2018
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 759 |
|
|
2018
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $10.2K | Hold |
300
| – | – | ﹤0.01% | 785 |
|
|
2017
Q4 | $10.6K | Hold |
300
| – | – | ﹤0.01% | 796 |
|
|
2017
Q3 | $10K | Sell |
300
-690
| -70% | -$23K | ﹤0.01% | 822 |
|
|
2017
Q2 | $32.3K | Hold |
990
| – | – | 0.01% | 652 |
|
|
2017
Q1 | $32.2K | Hold |
990
| – | – | 0.01% | 639 |
|
|
2016
Q4 | $31.1K | Sell |
990
-210
| -18% | -$6.61K | 0.01% | 643 |
|
|
2016
Q3 | $36.4K | Buy |
1,200
+900
| +300% | +$27.3K | 0.01% | 610 |
|
|
2016
Q2 | $8.95K | Hold |
300
| – | – | ﹤0.01% | 906 |
|
|
2016
Q1 | $8.61K | Hold |
300
| – | – | ﹤0.01% | 914 |
|
|
2015
Q4 | $8.05K | Hold |
300
| – | – | ﹤0.01% | 957 |
|
|
2015
Q3 | $7.77K | Buy |
+300
| New | +$7.77K | ﹤0.01% | 941 |
|