Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $102K | Buy |
+2,312
| New | +$102K | 0.01% | 1149 |
|
|
2020
Q1 | – | Sell |
-23,215
| Closed | -$688K | – | 2322 |
|
|
2019
Q4 | $688K | Buy |
23,215
+640
| +3% | +$19K | 0.07% | 289 |
|
|
2019
Q3 | $630K | Buy |
22,575
+3,900
| +21% | +$109K | 0.07% | 309 |
|
|
2019
Q2 | $507K | Buy |
18,675
+275
| +1% | +$7.47K | 0.05% | 342 |
|
|
2019
Q1 | $475K | Sell |
18,400
-275
| -1% | -$7.1K | 0.12% | 124 |
|
|
2018
Q4 | $425K | Hold |
18,675
| – | – | 0.09% | 246 |
|
|
2018
Q3 | $481K | Buy |
+18,675
| New | +$481K | 0.22% | 98 |
|