Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $475K | Sell |
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|
2018
Q4 | $712K | Buy |
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|
2018
Q3 | $524K | Buy |
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