Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,845
| Closed | -$998K | – | 184 |
|
|
2024
Q1 | $998K | Sell |
19,845
-15,083
| -43% | -$759K | 0.15% | 77 |
|
|
2023
Q4 | $1.75M | Buy |
34,928
+6,245
| +22% | +$314K | 0.3% | 46 |
|
|
2023
Q3 | $1.44M | Sell |
28,683
-307
| -1% | -$15.4K | 0.24% | 67 |
|
|
2023
Q2 | $1.46M | Buy |
28,990
+8,794
| +44% | +$443K | 0.24% | 69 |
|
|
2023
Q1 | $1.02M | Buy |
+20,196
| New | +$1.02M | 0.19% | 81 |
|