Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.79K | Buy |
86
+43
| +100% | +$1.4K | ﹤0.01% | 947 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 955 |
|
|
2022
Q2 | $1.43K | Sell |
43
-244
| -85% | -$8.14K | ﹤0.01% | 907 |
|
|
2022
Q1 | $12K | Buy |
+287
| New | +$12K | ﹤0.01% | 684 |
|
|
2021
Q3 | $12K | Hold |
287
| – | – | ﹤0.01% | 633 |
|
|
2021
Q2 | $12K | Buy |
+287
| New | +$12K | ﹤0.01% | 638 |
|