Kestra Private Wealth Services’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 | $228K | Sell |
4,561
-4,794
| -51% | -$240K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $424K | Sell |
9,355
-2,948
| -24% | -$134K | 0.01% | 1041 |
|
|
2024
Q4 | $574K | Buy |
12,303
+170
| +1% | +$7.94K | 0.01% | 864 |
|
|
2024
Q3 | $570K | Buy |
12,133
+3,583
| +42% | +$168K | 0.01% | 824 |
|
|
2024
Q2 | $375K | Sell |
8,550
-254
| -3% | -$11.2K | 0.01% | 950 |
|
|
2024
Q1 | $372K | Buy |
+8,804
| New | +$372K | 0.01% | 925 |
|