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HHM Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

HHM Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-577
Closed -$29K – 818
2023
Q3 		$29K Hold
577
– – 0.01% 348
2023
Q2 		$29K Hold
577
– – 0.01% 365
2023
Q1 		$29K Buy
+577
New +$29K 0.01% 360