LFG
USFR
LifePlan Financial Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $117K | Hold |
4,672
| – | – | 0.05% | 173 |
|
|
2020
Q2 | $117K | Sell |
4,672
-1,623
| -26% | -$40.6K | 0.05% | 165 |
|
|
2020
Q1 | $158K | Sell |
6,295
-1,588
| -20% | -$39.9K | 0.09% | 131 |
|
|
2019
Q4 | $198K | Sell |
7,883
-250
| -3% | -$6.28K | 0.09% | 133 |
|
|
2019
Q3 | $204K | Sell |
8,133
-4,316
| -35% | -$108K | 0.1% | 129 |
|
|
2019
Q2 | $312K | Sell |
12,449
-21,402
| -63% | -$536K | 0.15% | 105 |
|
|
2019
Q1 | $849K | Buy |
33,851
+3,015
| +10% | +$75.6K | 0.45% | 46 |
|
|
2018
Q4 | $773K | Buy |
30,836
+9,934
| +48% | +$249K | 0.48% | 41 |
|
|
2018
Q3 | $524K | Buy |
20,902
+11,829
| +130% | +$297K | 0.28% | 59 |
|
|
2018
Q2 | $228K | Buy |
+9,073
| New | +$228K | 0.13% | 113 |
|