Global Retirement Partners’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 | $67.4K | Buy |
+1,346
| New | +$67.4K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $43.3K | Buy |
927
+4
| +0.4% | +$187 | ﹤0.01% | 1688 |
|
|
2024
Q3 | $43.4K | Buy |
923
+2
| +0.2% | +$94 | ﹤0.01% | 1623 |
|
|
2024
Q2 | $40.4K | Buy |
+921
| New | +$40.4K | ﹤0.01% | 1647 |
|
|
2020
Q4 | – | Sell |
-21,500
| Closed | -$716K | – | 1778 |
|
|
2020
Q3 | $716K | Buy |
+21,500
| New | +$716K | 0.1% | 187 |
|