Advisornet Financial’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-18
| Closed | – | – | 1944 |
|
2020
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1971 |
|
2020
Q2 | $0 | Sell |
18
-260
| -94% | – | ﹤0.01% | 2021 |
|
2020
Q1 | $7K | Sell |
278
-1,444
| -84% | -$36.4K | ﹤0.01% | 1364 |
|
2019
Q4 | $43K | Sell |
1,722
-1
| -0.1% | -$25 | ﹤0.01% | 941 |
|
2019
Q3 | $43K | Sell |
1,723
-485
| -22% | -$12.1K | ﹤0.01% | 957 |
|
2019
Q2 | $55K | Sell |
2,208
-32,821
| -94% | -$818K | 0.01% | 780 |
|
2019
Q1 | $879K | Sell |
35,029
-49,568
| -59% | -$1.24M | 0.11% | 194 |
|
2018
Q4 | $2.12M | Buy |
84,597
+41,714
| +97% | +$1.05M | 0.29% | 78 |
|
2018
Q3 | $1.08M | Buy |
+42,883
| New | +$1.08M | 0.14% | 150 |
|