Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.9K | Hold |
361
| – | – | ﹤0.01% | 598 |
|
|
2024
Q1 | $15.2K | Hold |
361
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $14.2K | Hold |
361
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $12.6K | Hold |
361
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $13.4K | Sell |
361
-8
| -2% | -$297 | ﹤0.01% | 519 |
|
|
2023
Q1 | $13K | Buy |
369
+88
| +31% | +$3.1K | ﹤0.01% | 524 |
|
|
2022
Q4 | $9.53K | Buy |
281
+112
| +66% | +$3.8K | ﹤0.01% | 572 |
|
|
2022
Q3 | $5K | Hold |
169
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $6K | Hold |
169
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $7K | Buy |
+169
| New | +$7K | ﹤0.01% | 624 |
|