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Sharkey, Howes & Javer’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sharkey, Howes & Javer’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37,201
Closed -$1.87M – 126
2023
Q4 		$1.87M Sell
37,201
-2,196
-6% -$110K 0.33% 45
2023
Q3 		$1.98M Buy
+39,397
New +$1.98M 0.38% 45