Heritage 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
Q4 | – | Sell |
-48
| Closed | -$2.4K | – | 643 |
|
|
2024
Q3 | $2.4K | Sell |
48
-196
| -80% | -$9.79K | ﹤0.01% | 540 |
|
|
2024
Q2 | $12.3K | Buy |
244
+3
| +1% | +$151 | ﹤0.01% | 417 |
|
|
2024
Q1 | $12.1K | Buy |
+241
| New | +$12.1K | ﹤0.01% | 431 |
|
|
2023
Q2 | – | Sell |
-217
| Closed | -$10.9K | – | 592 |
|
|
2023
Q1 | $10.9K | Buy |
+217
| New | +$10.9K | ﹤0.01% | 440 |
|