KLR Investment Advisors’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
Q1 | $2.12M | Sell |
52,794
-9,738
| -16% | -$391K | 1.53% | 11 |
|
|
2023
Q4 | $2.46M | Sell |
62,532
-3,295
| -5% | -$129K | 1.78% | 10 |
|
|
2023
Q3 | $2.31M | Sell |
65,827
-1,586
| -2% | -$55.6K | 2.1% | 10 |
|
|
2023
Q2 | $2.5M | Buy |
67,413
+1,586
| +2% | +$58.8K | 2.06% | 9 |
|
|
2023
Q1 | $2.31M | Buy |
65,827
+3,577
| +6% | +$125K | 2.03% | 10 |
|
|
2022
Q4 | $2.02M | Buy |
+62,250
| New | +$2.02M | 1.66% | 10 |
|