Avior Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,424
Closed -$59.3K 1625
2023
Q3
$59.3K Sell
1,424
-94
-6% -$3.92K ﹤0.01% 731
2023
Q2
$65.9K Sell
1,518
-35
-2% -$1.52K ﹤0.01% 707
2023
Q1
$68.5K Buy
+1,553
New +$68.5K ﹤0.01% 707