CSPIA
USFR

Cary Street Partners Investment Advisory’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio USFR Stock Details USFR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$6.84M Sell
2021
Q3 		$7.56M Sell
2021
Q2 		$8.47M Sell
2021
Q1 		$9.12M Sell
2020
Q4 		$10.2M Buy
2020
Q3 		$4.53M Buy