Laurel Wealth Planning’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21	Closed	-$1.06K	–	195
2022 Q4	$1.06K	Sell	21 -179	-90%	-$9K	﹤0.01%	202
2022 Q3	$10K	Sell	200 -160,706	-100%	-$8.04M	0.01%	160
2022 Q2	$8.1M	Buy	160,906 +3,456	+2%	+$174K	5.7%	2
2022 Q1	$7.92M	Buy	+157,450	New	+$7.92M	5.34%	2