PRIVATE WEALTH STRATEGIES, L.L.C. – WisdomTree Mortgage Plus Bond Fund Transaction History
PRIVATE WEALTH STRATEGIES, L.L.C. portfolio value:
$0
portfolio value
PRIVATE WEALTH STRATEGIES, L.L.C. quarter portfolio value change:
-4.86%
quarter
WisdomTree Mortgage Plus Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -183.56K shares | -8.41M | $43.63 | 0 |
| Q2 2022 | share | Increase | +0.78% | 1.42K shares | -307K | $45.86 | 183.56K |
| Q1 2022 | share | Decrease | -1.24% | -2.28K shares | -550K | $47.91 | 182.13K |
| Q4 2021 | share | Increase | +0.09% | 161 shares | -63K | $50.24 | 184.41K |
| Q3 2021 | share | Increase | +3.34% | 5.94K shares | 263K | $50.56 | 184.25K |
| Q2 2021 | share | Increase | +3.16% | 5.46K shares | 292K | $50.57 | 178.30K |
| Q1 2021 | share | Increase | +21.47% | 30.54K shares | 1.46M | $50.25 | 172.83K |
| Q4 2020 | share | Increase | +8.59% | 11.25K shares | 539K | $50.64 | 142.29K |
| Q3 2020 | share | Increase | +16.34% | 18.40K shares | 999K | $50.42 | 131.03K |
| Q2 2020 | share | Decrease | -4.82% | -5.69K shares | -139K | $49.78 | 112.63K |
| Q1 2020 | share | Increase | 0.00% | 118.32K shares | 5.91M | $48.27 | 118.32K |