OWA
ORBA Wealth Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
33,772
-39,281
| -54% | -$1.97M | 1.54% | 23 |
|
|
2025
Q1 | $3.31M | Sell |
73,053
-313
| -0.4% | -$14.2K | 1.67% | 22 |
|
|
2024
Q4 | $3.43M | Sell |
73,366
-2,781
| -4% | -$130K | 1.79% | 22 |
|
|
2024
Q3 | $3.58M | Sell |
76,147
-48
| -0.1% | -$2.26K | 1.81% | 18 |
|
|
2024
Q2 | $3.35M | Sell |
76,195
-3,472
| -4% | -$152K | 1.73% | 21 |
|
|
2024
Q1 | $3.36M | Sell |
79,667
-5,009
| -6% | -$212K | 1.86% | 19 |
|
|
2023
Q4 | $3.33M | Buy |
+84,676
| New | +$3.33M | 1.99% | 18 |
|