Avion Wealth’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $527K | Hold |
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|
2025
Q2 | $489K | Hold |
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $362K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $299K | Buy |
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