Team Financial Group’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
2024
Q1
Sell
-3,839
Closed -$168K 147
2023
Q4
$168K Sell
3,839
-685
-15% -$30.1K 0.12% 36
2023
Q3
$189K Buy
+4,524
New +$189K 0.16% 31