Destiny Wealth Partners’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 |
-910
| Closed | -$23K | – | 618 |
|
|
2021
Q4 | $23K | Hold |
910
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $23K | Buy |
+910
| New | +$23K | ﹤0.01% | 368 |
|
|
2021
Q2 | – | Sell |
-910
| Closed | -$23K | – | 558 |
|
|
2021
Q1 | $23K | Hold |
910
| – | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $23K | Buy |
+910
| New | +$23K | ﹤0.01% | 356 |
|