Harbour Investments’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 | $781K | Buy |
17,580
+1,738
| +11% | +$77.2K | 0.02% | 612 |
|
|
2025
Q1 | $694K | Buy |
15,842
+2,079
| +15% | +$91.1K | 0.02% | 608 |
|
|
2024
Q4 | $595K | Buy |
13,763
+94
| +0.7% | +$4.06K | 0.02% | 647 |
|
|
2024
Q3 | $616K | Buy |
13,669
+3,518
| +35% | +$159K | 0.02% | 592 |
|
|
2024
Q2 | $438K | Buy |
10,151
+1,907
| +23% | +$82.2K | 0.01% | 652 |
|
|
2024
Q1 | $358K | Buy |
8,244
+5,035
| +157% | +$219K | 0.01% | 713 |
|
|
2023
Q4 | $141K | Buy |
+3,209
| New | +$141K | 0.01% | 998 |
|