CLEARVIEW WEALTH ADVISORS LLC – WisdomTree Floating Rate Treasury Fund Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$469,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC 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 | -22.16% | -2.65K shares | -134K | $50.28 | 9.32K |
| Q2 2022 | share | Decrease | -27.41% | -4.52K shares | -227K | $50.33 | 11.98K |
| Q1 2022 | share | Increase | 0.00% | 16.50K shares | 830K | $50.28 | 16.50K |