VERITY Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $605K | Hold |
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|
2021
Q2 | $605K | Sell |
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|
2021
Q1 | $960K | Hold |
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|
2020
Q4 | $960K | Buy |
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|
2020
Q3 | $960K | Buy |
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|
2020
Q2 | $960K | Buy |
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|
2020
Q1 | $960K | Buy |
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|
2019
Q4 | $957K | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.56M | Sell |
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|
2019
Q1 | $1.97M | Buy |
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|
2018
Q4 | $1.57M | Buy |
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