Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2021
Q1 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2020
Q4 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2020
Q3 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2020
Q2 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2020
Q1 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2019
Q4 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2019
Q3 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2019
Q2 | $7K | Hold |
261
| – | – | ﹤0.01% | 2266 |
|
|
2019
Q1 | $7K | Sell |
261
-232,247
| -100% | -$6.23M | ﹤0.01% | 2266 |
|
|
2018
Q4 | $5.83M | Buy |
+232,508
| New | +$5.83M | 0.15% | 137 |
|