Carson Wealth (CWM LLC)’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-98
| Closed | -$4K | – | 4070 |
|
|
2022
Q2 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 3097 |
|
|
2021
Q2 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q1 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q4 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q3 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q2 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q1 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2019
Q4 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2019
Q3 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2019
Q2 | $39K | Hold |
758
| – | – | ﹤0.01% | 1497 |
|
|
2019
Q1 | $39K | Buy |
+758
| New | +$39K | ﹤0.01% | 1497 |
|