AWC
USFR

Adamsbrown Wealth Consultants’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,453
Closed -$626K – 98
2022
Q1 		$626K Sell
12,453
-17,999
-59% -$905K 0.5% 37
2021
Q4 		$764K Buy
+30,452
New +$764K 0.69% 31