TW
USFR

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

TrinityPoint Wealth’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
-14,754
Closed -$370K – 330
2021
Q4 		$370K Buy
+14,754
New +$370K 0.07% 220