Atria Wealth Solutions’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-29,097
| Closed | -$1.23M | – | 1993 |
|
|
2024
Q1 | $1.23M | Buy |
29,097
+1,365
| +5% | +$57.6K | 0.01% | 820 |
|
|
2023
Q4 | $1.09M | Buy |
27,732
+2,711
| +11% | +$107K | 0.01% | 820 |
|
|
2023
Q3 | $875K | Sell |
25,021
-666
| -3% | -$23.3K | 0.01% | 873 |
|
|
2023
Q2 | $952K | Buy |
25,687
+2,959
| +13% | +$110K | 0.01% | 852 |
|
|
2023
Q1 | $797K | Buy |
22,728
+6,219
| +38% | +$218K | 0.01% | 896 |
|
|
2022
Q4 | $536K | Sell |
16,509
-365
| -2% | -$11.8K | 0.01% | 1040 |
|
|
2022
Q3 | $516K | Buy |
+16,874
| New | +$516K | 0.01% | 1001 |
|