Leading Edge Financial Planning’s WisdomTree International Efficient Core Fund NTSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Buy |
24,380
+1,188
| +5% | +$48.6K | 0.28% | 27 |
|
|
2025
Q1 | $882K | Buy |
23,192
+327
| +1% | +$12.4K | 0.28% | 25 |
|
|
2024
Q4 | $808K | Buy |
22,865
+398
| +2% | +$14.1K | 0.26% | 28 |
|
|
2024
Q3 | $881K | Sell |
22,467
-827
| -4% | -$32.4K | 0.3% | 27 |
|
|
2024
Q2 | $848K | Sell |
23,294
-1,016
| -4% | -$37K | 0.34% | 26 |
|
|
2024
Q1 | $901K | Buy |
24,310
+15,679
| +182% | +$581K | 0.4% | 25 |
|
|
2023
Q4 | $308K | Buy |
+8,631
| New | +$308K | 0.16% | 43 |
|