Kingsview Wealth 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 |
-60,067
| Closed | -$1.51M | – | 982 |
|
|
2021
Q4 | $1.51M | Hold |
60,067
| – | – | 0.06% | 290 |
|
|
2021
Q3 | $1.51M | Hold |
60,067
| – | – | 0.07% | 278 |
|
|
2021
Q2 | $1.51M | Sell |
60,067
-12,000
| -17% | -$301K | 0.07% | 283 |
|
|
2021
Q1 | $1.81M | Hold |
72,067
| – | – | 0.1% | 209 |
|
|
2020
Q4 | $1.81M | Hold |
72,067
| – | – | 0.13% | 173 |
|
|
2020
Q3 | $1.81M | Buy |
+72,067
| New | +$1.81M | 0.16% | 146 |
|