Laurel Wealth Advisors (North Carolina)’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 |
|
|||||
|
2021
Q4 | $589K | Sell |
|
|||||
|
2021
Q3 | $597K | Sell |
|
|||||
|
2021
Q2 | $630K | Sell |
|
|||||
|
2021
Q1 | $796K | Sell |
|
|||||
|
2020
Q4 | $806K | Sell |
|
|||||
|
2020
Q3 | $835K | Buy |
|
|||||
|
2020
Q2 | $834K | Buy |
|
|||||
|
2020
Q1 | $794K | Sell |
|
|||||
|
2019
Q4 | $925K | Buy |
|
|||||
|
2019
Q3 | $728K | Buy |
|
|||||
|
2019
Q2 | $676K | Buy |
|
|||||
|
2019
Q1 | $138K | Buy |
|