Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,972
| Closed | -$224K | – | 3401 |
|
|
2024
Q3 | $224K | Buy |
+4,972
| New | +$224K | ﹤0.01% | 2664 |
|
|
2024
Q2 | – | Sell |
-16,108
| Closed | -$700K | – | 3733 |
|
|
2024
Q1 | $700K | Buy |
16,108
+2,738
| +20% | +$119K | ﹤0.01% | 1949 |
|
|
2023
Q4 | $589K | Buy |
13,370
+7,435
| +125% | +$327K | ﹤0.01% | 2017 |
|
|
2023
Q3 | $259K | Buy |
5,935
+3,458
| +140% | +$151K | ﹤0.01% | 2515 |
|
|
2023
Q2 | $108K | Buy |
+2,477
| New | +$108K | ﹤0.01% | 3045 |
|