ULWM
USFR

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

Upper Left 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
Q2 		– Sell
-70,353
Closed -$3.54M – 57
2022
Q1 		$3.54M Sell
70,353
-70,484
-50% -$3.54M 3.67% 12
2021
Q4 		$3.54M Buy
+140,837
New +$3.54M 3.53% 14