Avion Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
9,783
| – | – | 0.11% | 53 |
|
|
2025
Q1 | $456K | Hold |
9,783
| – | – | 0.12% | 54 |
|
|
2024
Q4 | $456K | Hold |
9,783
| – | – | 0.12% | 54 |
|
|
2024
Q3 | $459K | Hold |
9,783
| – | – | 0.12% | 51 |
|
|
2024
Q2 | $429K | Hold |
9,783
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $414K | Hold |
9,783
| – | – | 0.11% | 49 |
|
|
2023
Q4 | $384K | Hold |
9,783
| – | – | 0.11% | 52 |
|
|
2023
Q3 | $342K | Hold |
9,783
| – | – | 0.1% | 52 |
|
|
2023
Q2 | $362K | Hold |
9,783
| – | – | 0.09% | 53 |
|
|
2023
Q1 | $317K | Hold |
9,783
| – | – | 0.09% | 52 |
|
|
2022
Q4 | $299K | Hold |
9,783
| – | – | 0.09% | 51 |
|
|
2022
Q3 | $299K | Buy |
+9,783
| New | +$299K | 0.09% | 51 |
|