SWM
USFR

Spire Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Spire 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
2022
Q1 		– Sell
-13,715
Closed -$344K – 3026
2021
Q4 		$344K Buy
13,715
+8,184
+148% +$205K 0.01% 853
2021
Q3 		$139K Hold
5,531
– – ﹤0.01% 1066
2021
Q2 		$139K Sell
5,531
-1
-0% -$25 ﹤0.01% 1074
2021
Q1 		$139K Buy
+5,532
New +$139K ﹤0.01% 1237