PIA
Perennial Investment 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 | $6.54M | Sell |
130,587
-58,194
| -31% | -$2.91M | 0.63% | 29 |
|
|
2025
Q1 | $8.55M | Sell |
188,781
-3,000
| -2% | -$136K | 0.96% | 23 |
|
|
2024
Q4 | $8.95M | Buy |
191,781
+801
| +0.4% | +$37.4K | 1.05% | 23 |
|
|
2024
Q3 | $8.97M | Sell |
190,980
-12,338
| -6% | -$580K | 1.16% | 18 |
|
|
2024
Q2 | $8.93M | Sell |
203,318
-27
| -0% | -$1.19K | 1.27% | 16 |
|
|
2024
Q1 | $8.59M | Sell |
203,345
-70,326
| -26% | -$2.97M | 1.3% | 15 |
|
|
2023
Q4 | $10.8M | Sell |
273,671
-632
| -0.2% | -$24.8K | 1.78% | 10 |
|
|
2023
Q3 | $9.59M | Buy |
274,303
+115,479
| +73% | +$4.04M | 1.73% | 10 |
|
|
2023
Q2 | $5.89M | Buy |
158,824
+16,066
| +11% | +$596K | 1.04% | 18 |
|
|
2023
Q1 | $5.01M | Buy |
+142,758
| New | +$5.01M | 0.93% | 20 |
|