Pine Harbor Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Pine Harbor Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$468K	Hold
2024 Q2	$469K	Sell
2024 Q1	$519K	Hold
2023 Q4	$518K	Buy