Leading Edge Financial Planning’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 | $1.88M | Buy |
37,579
+1,645
| +5% | +$82.1K | 0.52% | 18 |
|
|
2025
Q1 | $1.63M | Sell |
35,934
-1,296
| -3% | -$58.8K | 0.51% | 18 |
|
|
2024
Q4 | $1.74M | Sell |
37,230
-167
| -0.4% | -$7.8K | 0.57% | 17 |
|
|
2024
Q3 | $1.76M | Sell |
37,397
-1,701
| -4% | -$79.9K | 0.59% | 20 |
|
|
2024
Q2 | $1.72M | Buy |
39,098
+8,798
| +29% | +$386K | 0.69% | 17 |
|
|
2024
Q1 | $1.28M | Sell |
30,300
-16,200
| -35% | -$684K | 0.57% | 17 |
|
|
2023
Q4 | $1.83M | Sell |
46,500
-3,905
| -8% | -$153K | 0.95% | 18 |
|
|
2023
Q3 | $1.76M | Buy |
50,405
+5,042
| +11% | +$176K | 1.13% | 16 |
|
|
2023
Q2 | $1.68M | Sell |
45,363
-206
| -0.5% | -$7.64K | 1.1% | 14 |
|
|
2023
Q1 | $1.6M | Buy |
45,569
+13,752
| +43% | +$482K | 1.16% | 16 |
|
|
2022
Q4 | $1.03M | Buy |
+31,817
| New | +$1.03M | 0.89% | 19 |
|