IWS
Insight Wealth Strategies’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
31,093
-1,700
| -5% | -$84.9K | 0.2% | 96 |
|
|
2025
Q1 | $1.49M | Buy |
32,793
+59
| +0.2% | +$2.67K | 0.2% | 100 |
|
|
2024
Q4 | $1.53M | Buy |
32,734
+3,943
| +14% | +$184K | 0.21% | 100 |
|
|
2024
Q3 | $1.35M | Sell |
28,791
-436
| -1% | -$20.5K | 0.18% | 109 |
|
|
2024
Q2 | $1.28M | Buy |
29,227
+670
| +2% | +$29.4K | 0.18% | 112 |
|
|
2024
Q1 | $1.21M | Sell |
28,557
-735
| -3% | -$31K | 0.18% | 115 |
|
|
2023
Q4 | $1.15M | Buy |
29,292
+1,314
| +5% | +$51.6K | 0.19% | 111 |
|
|
2023
Q3 | $978K | Buy |
27,978
+1,704
| +6% | +$59.6K | 0.19% | 99 |
|
|
2023
Q2 | $974K | Sell |
26,274
-686
| -3% | -$25.4K | 0.19% | 93 |
|
|
2023
Q1 | $945K | Buy |
26,960
+814
| +3% | +$28.5K | 0.19% | 93 |
|
|
2022
Q4 | $848K | Sell |
26,146
-1,021
| -4% | -$33.1K | 0.16% | 97 |
|
|
2022
Q3 | $906K | Hold |
27,167
| – | – | 0.17% | 99 |
|
|
2022
Q2 | $906K | Sell |
27,167
-247
| -0.9% | -$8.24K | 0.17% | 99 |
|
|
2022
Q1 | $1.11M | Buy |
27,414
+1,725
| +7% | +$69.9K | 0.16% | 99 |
|
|
2021
Q4 | $1.14M | Sell |
25,689
-127
| -0.5% | -$5.63K | 0.16% | 93 |
|
|
2021
Q3 | $1.05M | Sell |
25,816
-1,003
| -4% | -$40.9K | 0.15% | 92 |
|
|
2021
Q2 | $1.09M | Sell |
26,819
-3,258
| -11% | -$132K | 0.15% | 87 |
|
|
2021
Q1 | $1.12M | Sell |
30,077
-8,014
| -21% | -$299K | 0.15% | 91 |
|
|
2020
Q4 | $1.39M | Buy |
38,091
+7,023
| +23% | +$257K | 0.24% | 61 |
|
|
2020
Q3 | $1.03M | Buy |
31,068
+4,891
| +19% | +$163K | 0.19% | 57 |
|
|
2020
Q2 | $800K | Buy |
26,177
+7,656
| +41% | +$234K | 0.18% | 56 |
|
|
2020
Q1 | $477K | Buy |
+18,521
| New | +$477K | 0.13% | 76 |
|
|
2019
Q4 | – | Sell |
-16,115
| Closed | -$449K | – | 207 |
|
|
2019
Q3 | $449K | Buy |
+16,115
| New | +$449K | 0.11% | 124 |
|