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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
2020
Q4 		$272K Buy
2020
Q3 		$264K Sell
2020
Q2 		$452K Buy
2020
Q1 		$365K Buy