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

Castle Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$519K	Hold
2024 Q1	$519K	Sell
2023 Q4	$1.46M	Sell
2023 Q3	$1.59M	Buy
2023 Q2	$1.58M	Sell
2023 Q1	$1.61M	Sell
2022 Q4	$12.7M	Buy
2022 Q3	$12M	Buy
2022 Q2	$8.45M	Buy