Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,228
| Closed | -$31K | – | 863 |
|
|
2021
Q4 | $31K | Buy |
1,228
+898
| +272% | +$22.7K | ﹤0.01% | 320 |
|
|
2021
Q3 | $8K | Hold |
330
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $8K | Buy |
+330
| New | +$8K | ﹤0.01% | 642 |
|
|
2019
Q3 | – | Sell |
-1,483
| Closed | -$37K | – | 914 |
|
|
2019
Q2 | $37K | Hold |
1,483
| – | – | 0.01% | 348 |
|
|
2019
Q1 | $37K | Buy |
+1,483
| New | +$37K | 0.01% | 359 |
|