Howard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-65,865
| Closed | -$1.65M | – | 64 |
|
|
2021
Q1 | $1.65M | Buy |
65,865
+14,456
| +28% | +$363K | 0.29% | 18 |
|
|
2020
Q4 | $1.29M | Buy |
51,409
+13,257
| +35% | +$333K | 0.26% | 24 |
|
|
2020
Q3 | $958K | Buy |
38,152
+746
| +2% | +$18.7K | 0.22% | 25 |
|
|
2020
Q2 | $940K | Sell |
37,406
-257,702
| -87% | -$6.48M | 0.26% | 21 |
|
|
2020
Q1 | $7.42M | Buy |
+295,108
| New | +$7.42M | 3.14% | 5 |
|