Jackson Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.57M | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $7.94M | Buy |
|
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $439K | Sell |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $3.34M | Sell |
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|
2019
Q4 | $8.29M | Buy |
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|
2019
Q3 | $8.04M | Buy |
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|
2019
Q2 | $7.57M | Sell |
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|
2019
Q1 | $7.59M | Sell |
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|
2018
Q4 | $7.85M | Buy |
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