Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.23M | Sell |
48,852
-7,259
| -13% | -$182K | 0.46% | 26 |
|
|
2019
Q4 | $1.41M | Buy |
56,111
+28,546
| +104% | +$715K | 0.49% | 28 |
|
|
2019
Q3 | $691K | Buy |
27,565
+14,012
| +103% | +$351K | 0.27% | 49 |
|
|
2019
Q2 | $340K | Sell |
13,553
-7,194
| -35% | -$180K | 0.15% | 83 |
|
|
2019
Q1 | $520K | Buy |
20,747
+12,772
| +160% | +$320K | 0.25% | 59 |
|
|
2018
Q4 | $200K | Buy |
+7,975
| New | +$200K | 0.11% | 95 |
|