MOTCO’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 | – | Sell |
-492
| Closed | -$20.8K | – | 755 |
|
|
2024
Q1 | $20.8K | Hold |
492
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $19.3K | Hold |
492
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $17.2K | Hold |
492
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $18.2K | Sell |
492
-1,027
| -68% | -$38.1K | ﹤0.01% | 455 |
|
|
2023
Q1 | $53.3K | Sell |
1,519
-450
| -23% | -$15.8K | ﹤0.01% | 333 |
|
|
2022
Q4 | $63.9K | Hold |
1,969
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $60K | Hold |
1,969
| – | – | ﹤0.01% | 333 |
|
|
2022
Q2 | $66K | Hold |
1,969
| – | – | 0.01% | 321 |
|
|
2022
Q1 | $80K | Hold |
1,969
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $87K | Buy |
+1,969
| New | +$87K | 0.01% | 299 |
|