CABOT WEALTH MANAGEMENT INC – WisdomTree Floating Rate Treasury Fund Transaction History
CABOT WEALTH MANAGEMENT INC portfolio value:
$7.42M
portfolio value
CABOT WEALTH MANAGEMENT INC quarter portfolio value change:
-0.10%
quarter
WisdomTree Floating Rate Treasury Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -37.33% | -87.96K shares | -4.43M | $50.28 | 147.66K |
Q2 2022 | share | Increase | 0.00% | 235.63K shares | 11.85M | $50.33 | 235.63K |