CRWM
USFR

Castle Rock Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Castle Rock Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,000
Closed -$502K – 263
2021
Q4 		$502K Hold
20,000
– – 0.2% 138
2021
Q3 		$502K Hold
20,000
– – 0.17% 153
2021
Q2 		$502K Buy
+20,000
New +$502K 0.18% 147