Clearview Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-115,424
| Closed | -$2.9M | – | 726 |
|
|
2021
Q4 | $2.9M | Sell |
115,424
-27,556
| -19% | -$691K | 1.77% | 12 |
|
|
2021
Q3 | $3.59M | Sell |
142,980
-14,954
| -9% | -$375K | 2.27% | 9 |
|
|
2021
Q2 | $3.97M | Sell |
157,934
-9,718
| -6% | -$244K | 2.45% | 6 |
|
|
2021
Q1 | $4.21M | Sell |
167,652
-15,125
| -8% | -$380K | 2.73% | 6 |
|
|
2020
Q4 | $4.59M | Buy |
+182,777
| New | +$4.59M | 3.08% | 6 |
|