Redmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Sell |
4,937
-1,051
| -18% | -$52.9K | 0.48% | 52 |
|
|
2024
Q4 | $301K | Sell |
5,988
-70
| -1% | -$3.52K | 0.52% | 52 |
|
|
2024
Q3 | $304K | Hold |
6,058
| – | – | 0.47% | 56 |
|
|
2024
Q2 | $305K | Buy |
6,058
+367
| +6% | +$18.5K | 0.48% | 54 |
|
|
2024
Q1 | $286K | Sell |
5,691
-1,411
| -20% | -$71K | 0.4% | 56 |
|
|
2023
Q4 | $357K | Sell |
7,102
-8,560
| -55% | -$430K | 0.52% | 51 |
|
|
2023
Q3 | $788K | Buy |
+15,662
| New | +$788K | 1.38% | 17 |
|