Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
315
-171
| -35% | -$7.59K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $21.3K | Buy |
486
+277
| +133% | +$12.1K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $9.03K | Buy |
209
+58
| +38% | +$2.51K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $6.81K | Hold |
151
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q2 | $6.51K | Buy |
151
+14
| +10% | +$604 | ﹤0.01% | 1266 |
|
|
2024
Q1 | $5.95K | Hold |
137
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q4 | $6.01K | Hold |
137
| – | – | ﹤0.01% | 1225 |
|
|
2023
Q3 | $5.71K | Hold |
137
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q2 | $5.94K | Sell |
137
-30
| -18% | -$1.3K | ﹤0.01% | 1146 |
|
|
2023
Q1 | $7.36K | Hold |
167
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q4 | $7.27K | Hold |
167
| – | – | ﹤0.01% | 959 |
|
|
2022
Q3 | $7K | Hold |
167
| – | – | ﹤0.01% | 965 |
|
|
2022
Q2 | $8K | Hold |
167
| – | – | ﹤0.01% | 914 |
|
|
2022
Q1 | $8K | Buy |
+167
| New | +$8K | ﹤0.01% | 955 |
|