Laurel Wealth Planning’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 |
-2,536
| Closed | -$64K | – | 284 |
|
|
2021
Q4 | $64K | Sell |
2,536
-12,920
| -84% | -$326K | 0.05% | 86 |
|
|
2021
Q3 | $388K | Buy |
15,456
+13,280
| +610% | +$333K | 0.31% | 49 |
|
|
2021
Q2 | $55K | Buy |
2,176
+637
| +41% | +$16.1K | 0.05% | 67 |
|
|
2021
Q1 | $39K | Hold |
1,539
| – | – | 0.04% | 70 |
|
|
2020
Q4 | $39K | Buy |
+1,539
| New | +$39K | 0.04% | 63 |
|