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