Sowell Financial Services’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
Q2 | – | Sell |
-7,141
| Closed | -$364K | – | 1910 |
|
|
2021
Q1 | $364K | Buy |
7,141
+683
| +11% | +$34.8K | 0.01% | 764 |
|
|
2020
Q4 | $332K | Buy |
6,458
+615
| +11% | +$31.6K | 0.01% | 658 |
|
|
2020
Q3 | $302K | Buy |
5,843
+262
| +5% | +$13.5K | 0.02% | 613 |
|
|
2020
Q2 | $286K | Buy |
5,581
+157
| +3% | +$8.05K | 0.02% | 611 |
|
|
2020
Q1 | $271K | Buy |
+5,424
| New | +$271K | 0.02% | 574 |
|