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Baldwin Wealth Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Baldwin Wealth Partners’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,287
Closed -$247K – 239
2024
Q4 		$247K Sell
5,287
-40,520
-88% -$1.89M 0.02% 207
2024
Q3 		$2.15M Buy
+45,807
New +$2.15M 0.15% 84