Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $82K | Sell |
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|
2021
Q1 | $84K | Sell |
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|
2020
Q4 | $623K | Sell |
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|
2020
Q3 | $907K | Sell |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $420K | Buy |
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|
2019
Q4 | $179K | Sell |
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|
2019
Q3 | $3.29M | Sell |
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|
2019
Q2 | $8.65M | Sell |
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|
2019
Q1 | $8.74M | Sell |
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|
2018
Q4 | $9.8M | Buy |
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|
2018
Q3 | $7.54M | Buy |
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|
2018
Q2 | $4.51M | Buy |
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|
2018
Q1 | $2M | Buy |
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