Covestor’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 | $5K | Hold |
91
| – | – | ﹤0.01% | 1755 |
|
|
2025
Q1 | $4K | Sell |
91
-27
| -23% | -$1.19K | ﹤0.01% | 1755 |
|
|
2024
Q4 | $6K | Buy |
118
+20
| +20% | +$1.02K | ﹤0.01% | 1696 |
|
|
2024
Q3 | $5K | Sell |
98
-25
| -20% | -$1.28K | ﹤0.01% | 1732 |
|
|
2024
Q2 | $5K | Sell |
123
-1
| -0.8% | -$41 | ﹤0.01% | 1771 |
|
|
2024
Q1 | $5K | Sell |
124
-6
| -5% | -$242 | ﹤0.01% | 1781 |
|
|
2023
Q4 | $5K | Buy |
130
+4
| +3% | +$154 | ﹤0.01% | 1768 |
|
|
2023
Q3 | $4K | Sell |
126
-27
| -18% | -$857 | ﹤0.01% | 1743 |
|
|
2023
Q2 | $6K | Sell |
153
-7
| -4% | -$275 | ﹤0.01% | 1680 |
|
|
2023
Q1 | $6K | Sell |
160
-24
| -13% | -$900 | 0.01% | 1525 |
|
|
2022
Q4 | $6K | Buy |
184
+4
| +2% | +$130 | ﹤0.01% | 1528 |
|
|
2022
Q3 | $6K | Sell |
180
-129
| -42% | -$4.3K | 0.01% | 1447 |
|
|
2022
Q2 | $10K | Buy |
309
+19
| +7% | +$615 | 0.01% | 1212 |
|
|
2022
Q1 | $12K | Sell |
290
-88
| -23% | -$3.64K | 0.01% | 1253 |
|
|
2021
Q4 | $17K | Buy |
+378
| New | +$17K | 0.02% | 898 |
|