Beacon Financial Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $6.99M | Sell |
|
|||||
|
2023
Q2 | $7.47M | Buy |
|
|||||
|
2023
Q1 | $7.04M | Buy |
|
|||||
|
2022
Q4 | $6.23M | Buy |
|
|||||
|
2022
Q3 | $1.25M | Sell |
|
|||||
|
2022
Q2 | $1.25M | Sell |
|
|||||
|
2022
Q1 | $1.26M | Sell |
|
|||||
|
2021
Q4 | $1.26M | Sell |
|
|||||
|
2021
Q3 | $1.34M | Sell |
|
|||||
|
2021
Q2 | $1.35M | Sell |
|
|||||
|
2021
Q1 | $1.39M | Hold |
|
|||||
|
2020
Q4 | $1.39M | Sell |
|
|||||
|
2020
Q3 | $1.39M | Sell |
|
|||||
|
2020
Q2 | $1.52M | Sell |
|
|||||
|
2020
Q1 | $3.01M | Sell |
|
|||||
|
2019
Q4 | $3.84M | Buy |
|
|||||
|
2019
Q3 | $3.23M | Buy |
|
|||||
|
2019
Q2 | $376K | Buy |
|