SkyOak Wealth’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-87,224
| Closed | -$2.19M | – | 254 |
|
|
2020
Q4 | $2.19M | Sell |
87,224
-87,727
| -50% | -$2.2M | 0.68% | 47 |
|
|
2020
Q3 | $4.39M | Buy |
174,951
+166,532
| +1,978% | +$4.18M | 1.58% | 13 |
|
|
2020
Q2 | $211K | Sell |
8,419
-1,036
| -11% | -$26K | 0.08% | 213 |
|
|
2020
Q1 | $237K | Sell |
9,455
-117,689
| -93% | -$2.95M | 0.12% | 180 |
|
|
2019
Q4 | $3.19M | Buy |
+127,144
| New | +$3.19M | 0.99% | 26 |
|