CWA
USFR

Clarus Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Clarus Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,000
Closed -$125K – 624
2019
Q2 		$125K Sell
5,000
-300
-6% -$7.5K 0.09% 166
2019
Q1 		$133K Buy
5,300
+50
+1% +$1.26K 0.1% 156
2018
Q4 		$132K Hold
5,250
– – 0.21% 130
2018
Q3 		$132K Buy
+5,250
New +$132K 0.09% 180