Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $344K | Sell |
9,810
-20,863
| -68% | -$731K | 14.58% | 3 |
|
|
2022
Q4 | $995K | Buy |
30,673
+19,998
| +187% | +$649K | 0.39% | 53 |
|
|
2022
Q3 | $326K | Sell |
10,675
-3,784
| -26% | -$116K | 0.14% | 85 |
|
|
2022
Q2 | $482K | Sell |
14,459
-12,312
| -46% | -$410K | 0.2% | 69 |
|
|
2022
Q1 | $1.08M | Sell |
26,771
-24,821
| -48% | -$1.01M | 0.42% | 42 |
|
|
2021
Q4 | $2.29K | Sell |
51,592
-8,102
| -14% | -$359 | 0.45% | 29 |
|
|
2021
Q3 | $2.43M | Sell |
59,694
-895
| -1% | -$36.4K | 0.94% | 28 |
|
|
2021
Q2 | $2.46M | Sell |
60,589
-161,959
| -73% | -$6.58M | 0.92% | 27 |
|
|
2021
Q1 | $8.31M | Sell |
222,548
-2,024
| -0.9% | -$75.5K | 3.57% | 5 |
|
|
2020
Q4 | $8.22M | Sell |
224,572
-5,508
| -2% | -$202K | 3.88% | 5 |
|
|
2020
Q3 | $7.66M | Buy |
230,080
+2,096
| +0.9% | +$69.8K | 4.17% | 4 |
|
|
2020
Q2 | $6.97M | Buy |
227,984
+4,263
| +2% | +$130K | 3.88% | 4 |
|
|
2020
Q1 | $5.76M | Buy |
+223,721
| New | +$5.76M | 3.85% | 5 |
|