Clearview Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,183
| Closed | -$210K | – | 129 |
|
|
2023
Q4 | $210K | Sell |
4,183
-206
| -5% | -$10.3K | 0.25% | 110 |
|
|
2023
Q3 | $221K | Sell |
4,389
-939
| -18% | -$47.3K | 0.27% | 109 |
|
|
2023
Q2 | $268K | Sell |
5,328
-98
| -2% | -$4.93K | 0.27% | 96 |
|
|
2023
Q1 | $273K | Sell |
5,426
-1,428
| -21% | -$71.8K | 0.28% | 100 |
|
|
2022
Q4 | $345K | Sell |
6,854
-2,474
| -27% | -$124K | 0.27% | 77 |
|
|
2022
Q3 | $469K | Sell |
9,328
-2,655
| -22% | -$133K | 0.37% | 49 |
|
|
2022
Q2 | $603K | Sell |
11,983
-4,525
| -27% | -$228K | 0.45% | 44 |
|
|
2022
Q1 | $830K | Buy |
+16,508
| New | +$830K | 0.55% | 34 |
|