QWM
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QP Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

QP Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$242K Buy
4,818
+256
+6% +$12.9K 0.42% 60
2023
Q2 		$230K Buy
+4,562
New +$230K 0.36% 61