LFG
USFR

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

LifePlan Financial Group’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$117K Hold
2020
Q2 		$117K Sell
2020
Q1 		$158K Sell
2019
Q4 		$198K Sell
2019
Q3 		$204K Sell
2019
Q2 		$312K Sell
2019
Q1 		$849K Buy
2018
Q4 		$773K Buy
2018
Q3 		$524K Buy
2018
Q2 		$228K Buy