Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,400
| Closed | -$336K | – | 460 |
|
|
2019
Q2 | $336K | Hold |
13,400
| – | – | 0.04% | 311 |
|
|
2019
Q1 | $336K | Hold |
13,400
| – | – | 0.04% | 293 |
|
|
2018
Q4 | $336K | Hold |
13,400
| – | – | 0.05% | 251 |
|
|
2018
Q3 | $336K | Hold |
13,400
| – | – | 0.05% | 250 |
|
|
2018
Q2 | $336K | Hold |
13,400
| – | – | 0.05% | 249 |
|
|
2018
Q1 | $336K | Hold |
13,400
| – | – | 0.07% | 220 |
|
|
2017
Q4 | $335K | Hold |
13,400
| – | – | 0.07% | 221 |
|
|
2017
Q3 | $335K | Hold |
13,400
| – | – | 0.08% | 211 |
|
|
2017
Q2 | $335K | Hold |
13,400
| – | – | 0.08% | 204 |
|
|
2017
Q1 | $334K | Buy |
+13,400
| New | +$334K | 0.1% | 182 |
|