Golden State Wealth Management’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
2019
Q4
Sell
-860
Closed -$22K 1109
2019
Q3
$22K Sell
860
-14,863
-95% -$380K 0.01% 604
2019
Q2
$394K Buy
15,723
+7,961
+103% +$199K 0.13% 141
2019
Q1
$195K Buy
+7,762
New +$195K 0.07% 230