Carlton Hofferkamp & Jenks Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.93M | Sell |
|
|||||
|
2021
Q4 | $1.93M | Buy |
|
|||||
|
2021
Q3 | $1.92M | Buy |
|
|||||
|
2021
Q2 | $1.77M | Buy |
|
|||||
|
2021
Q1 | $1.62M | Buy |
|
|||||
|
2020
Q4 | $712K | Buy |
|
|||||
|
2020
Q3 | $506K | Sell |
|
|||||
|
2020
Q2 | $516K | Buy |
|
|||||
|
2020
Q1 | $510K | Sell |
|
|||||
|
2019
Q4 | $512K | Buy |
|
|||||
|
2019
Q3 | $506K | Sell |
|
|||||
|
2019
Q2 | $707K | Sell |
|
|||||
|
2019
Q1 | $717K | Hold |
|
|||||
|
2018
Q4 | $716K | Buy |
|
|||||
|
2018
Q3 | $670K | Buy |
|
|||||
|
2018
Q2 | $555K | Buy |
|