Patriot Financial Group Insurance Agency’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $127K | Sell |
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|
2021
Q3 | $145K | Sell |
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $628K | Sell |
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|
2020
Q3 | $666K | Buy |
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|
2020
Q2 | $576K | Buy |
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|
2020
Q1 | $428K | Buy |
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|
2019
Q4 | $3K | Buy |
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