Johanson 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 | – | Sell |
-244,578
| Closed | -$9.76M | – | 272 |
|
|
2019
Q4 | $9.76M | Buy |
244,578
+221,533
| +961% | +$8.84M | 0.46% | 42 |
|
|
2019
Q3 | $579K | Sell |
23,045
-13,960
| -38% | -$351K | 0.3% | 63 |
|
|
2019
Q2 | $928K | Sell |
37,005
-12,527
| -25% | -$314K | 0.49% | 47 |
|
|
2019
Q1 | $1.24M | Buy |
49,532
+2,551
| +5% | +$64.1K | 0.7% | 38 |
|
|
2018
Q4 | $1.18M | Sell |
46,981
-569
| -1% | -$14.3K | 0.79% | 35 |
|
|
2018
Q3 | $1.19M | Buy |
47,550
+26,110
| +122% | +$654K | 0.69% | 36 |
|
|
2018
Q2 | $536K | Buy |
+21,440
| New | +$536K | 0.34% | 58 |
|