Selective Wealth Management’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
2022
Q4
Sell
-3,084
Closed -$155K 686
2022
Q3
$155K Hold
3,084
0.07% 157
2022
Q2
$155K Buy
+3,084
New +$155K 0.06% 171