Perigon Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Sell |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $346K | Buy |
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