Clear Point Advisors’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
6,042
+390
| +7% | +$19.8K | 0.26% | 93 |
|
|
2025
Q1 | $286K | Sell |
5,652
-547
| -9% | -$27.7K | 0.26% | 89 |
|
|
2024
Q4 | $311K | Buy |
6,199
+835
| +16% | +$41.9K | 0.27% | 88 |
|
|
2024
Q3 | $272K | Buy |
5,364
+1,342
| +33% | +$68.1K | 0.21% | 94 |
|
|
2024
Q2 | $201K | Buy |
+4,022
| New | +$201K | 0.16% | 104 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 383 |
|