LFPWM
USFR

Leicht Financial Planning & Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-25,840
Closed -$648K – 53
2019
Q2 		$648K Buy
+25,840
New +$648K 0.63% 36