MLA
My Legacy Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,691
| Closed | -$245K | – | 207 |
|
|
2024
Q2 | $245K | Sell |
5,691
-5,704
| -50% | -$246K | 0.08% | 196 |
|
|
2024
Q1 | $495K | Sell |
11,395
-3,049
| -21% | -$132K | 0.17% | 151 |
|
|
2023
Q4 | $633K | Buy |
14,444
+4,966
| +52% | +$218K | 0.23% | 131 |
|
|
2023
Q3 | $385K | Buy |
9,478
+1,161
| +14% | +$47.1K | 0.16% | 160 |
|
|
2023
Q2 | $363K | Buy |
8,317
+1,064
| +15% | +$46.4K | 0.14% | 169 |
|
|
2023
Q1 | $323K | Buy |
7,253
+1,791
| +33% | +$79.7K | 0.14% | 176 |
|
|
2022
Q4 | $244K | Buy |
+5,462
| New | +$244K | 0.1% | 188 |
|