Pacific Capital Wealth Advisors’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
Q1
Sell
-18,199
Closed -$666K 67
2020
Q4
$666K Sell
18,199
-1,493
-8% -$54.6K 0.38% 47
2020
Q3
$655K Buy
+19,692
New +$655K 0.39% 46