TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.57M | Buy |
61,902
+54,047
| +688% | +$2.25M | 1.01% | 25 |
|
|
2023
Q2 | $336K | Sell |
7,855
-3
| -0% | -$128 | 0.12% | 165 |
|
|
2023
Q1 | $347K | Buy |
7,858
+391
| +5% | +$17.3K | 0.14% | 157 |
|
|
2022
Q4 | $332K | Sell |
7,467
-324
| -4% | -$14.4K | 0.17% | 115 |
|
|
2022
Q3 | $332K | Sell |
7,791
-468
| -6% | -$19.9K | 0.19% | 99 |
|
|
2022
Q2 | $387K | Buy |
8,259
+152
| +2% | +$7.12K | 0.2% | 95 |
|
|
2022
Q1 | $375K | Sell |
8,107
-896
| -10% | -$41.4K | 0.21% | 91 |
|
|
2021
Q4 | $444K | Buy |
9,003
+583
| +7% | +$28.8K | 0.42% | 69 |
|
|
2021
Q3 | $427K | Sell |
8,420
-10,200
| -55% | -$517K | 0.39% | 71 |
|
|
2021
Q2 | $950K | Buy |
18,620
+2,369
| +15% | +$121K | 0.21% | 109 |
|
|
2021
Q1 | $827K | Sell |
16,251
-6,638
| -29% | -$338K | 0.24% | 89 |
|
|
2020
Q4 | $1.18M | Buy |
22,889
+3,296
| +17% | +$170K | 0.36% | 69 |
|
|
2020
Q3 | $1.01M | Buy |
+19,593
| New | +$1.01M | 0.41% | 61 |
|