Muirfield Wealth 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
2024
Q3
Sell
-8,207
Closed -$413K 63
2024
Q2
$413K Buy
8,207
+88
+1% +$4.43K 0.39% 45
2024
Q1
$408K Buy
8,119
+76
+0.9% +$3.82K 0.39% 44
2023
Q4
$404K Buy
+8,043
New +$404K 0.43% 44