OPPS
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Obsidian Personal Planning Solutions’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
-5,223
Closed -$225K 104
2024
Q2
$225K Buy
5,223
+110
+2% +$4.74K 0.14% 86
2024
Q1
$216K Buy
+5,113
New +$216K 0.14% 91