Landaas & Company’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 |
-14,788
| Closed | -$371K | – | 65 |
|
|
2019
Q4 | $371K | Sell |
14,788
-13,386
| -48% | -$336K | 0.26% | 39 |
|
|
2019
Q3 | $706K | Sell |
28,174
-37,454
| -57% | -$939K | 0.52% | 23 |
|
|
2019
Q2 | $1.65M | Sell |
65,628
-45,864
| -41% | -$1.15M | 1.17% | 9 |
|
|
2019
Q1 | $2.8M | Sell |
111,492
-1,799
| -2% | -$45.1K | 2.02% | 5 |
|
|
2018
Q4 | $2.82M | Buy |
113,291
+17,361
| +18% | +$432K | 2.33% | 5 |
|
|
2018
Q3 | $2.41M | Buy |
+95,930
| New | +$2.41M | 1.87% | 5 |
|