LFGH
USFR

Lee Financial Group Hawaii’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Lee Financial Group Hawaii’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,829
Closed -$272K – 44
2020
Q4 		$272K Buy
10,829
+311
+3% +$7.81K 0.23% 41
2020
Q3 		$264K Sell
10,518
-7,489
-42% -$188K 0.22% 38
2020
Q2 		$452K Buy
18,007
+3,460
+24% +$86.9K 0.39% 34
2020
Q1 		$365K Buy
+14,547
New +$365K 0.42% 23