YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,365
| Closed | -$49K | – | 290 |
|
|
2019
Q2 | $49K | Hold |
1,365
| – | – | 0.02% | 368 |
|
|
2019
Q1 | $49K | Hold |
1,365
| – | – | 0.02% | 360 |
|
|
2018
Q4 | $43K | Hold |
1,365
| – | – | 0.02% | 344 |
|
|
2018
Q3 | $50K | Hold |
1,365
| – | – | 0.02% | 358 |
|
|
2018
Q2 | $49K | Hold |
1,365
| – | – | 0.02% | 365 |
|
|
2018
Q1 | $47K | Hold |
1,365
| – | – | 0.02% | 372 |
|
|
2017
Q4 | $46K | Sell |
1,365
-1,497
| -52% | -$50.4K | 0.02% | 380 |
|
|
2017
Q3 | $95K | Hold |
2,862
| – | – | 0.05% | 290 |
|
|
2017
Q2 | $94K | Hold |
2,862
| – | – | 0.05% | 283 |
|
|
2017
Q1 | $93K | Buy |
2,862
+795
| +38% | +$25.8K | 0.05% | 276 |
|
|
2016
Q4 | $65K | Buy |
+2,067
| New | +$65K | 0.04% | 320 |
|