Newport Wealth Strategies’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $3.85M | Sell |
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|
2020
Q4 | $3.87M | Hold |
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|
2020
Q3 | $3.88M | Buy |
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|
2020
Q2 | $3.5M | Buy |
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|
2020
Q1 | $3.09M | Buy |
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|
2019
Q4 | $2.64M | Buy |
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|
2019
Q3 | $1.99M | Sell |
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|
2019
Q2 | $2.36M | Sell |
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|
2019
Q1 | $2.37M | Sell |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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