Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97K | Buy |
+59
| New | +$2.97K | ﹤0.01% | 149 |
|
|
2025
Q1 | – | Sell |
-59
| Closed | -$2.97K | – | 240 |
|
|
2024
Q4 | $2.97K | Hold |
59
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $2.96K | Hold |
59
| – | – | ﹤0.01% | 139 |
|
|
2024
Q2 | $2.97K | Hold |
59
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $2.97K | Hold |
59
| – | – | ﹤0.01% | 169 |
|
|
2023
Q4 | $2.96K | Hold |
59
| – | – | ﹤0.01% | 169 |
|
|
2023
Q3 | $2.97K | Hold |
59
| – | – | ﹤0.01% | 174 |
|
|
2023
Q2 | $2.97K | Hold |
59
| – | – | ﹤0.01% | 192 |
|
|
2023
Q1 | $2.97K | Sell |
59
-3,426
| -98% | -$172K | ﹤0.01% | 201 |
|
|
2022
Q4 | $175K | Hold |
3,485
| – | – | 0.15% | 42 |
|
|
2022
Q3 | $175K | Buy |
+3,485
| New | +$175K | 0.16% | 35 |
|