Glen Eagle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-198
| Closed | -$10K | – | 1028 |
|
|
2021
Q3 | $10K | Hold |
198
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $10.1K | Hold |
198
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $10.1K | Hold |
198
| – | – | ﹤0.01% | 668 |
|
|
2020
Q4 | $10.2K | Sell |
198
-93
| -32% | -$4.78K | ﹤0.01% | 634 |
|
|
2020
Q3 | $15.1K | Sell |
291
-130
| -31% | -$6.73K | 0.01% | 513 |
|
|
2020
Q2 | $21.6K | Sell |
421
-368
| -47% | -$18.9K | 0.01% | 428 |
|
|
2020
Q1 | $39.5K | Buy |
+789
| New | +$39.5K | 0.03% | 292 |
|