Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,929
| Closed | -$231K | – | 1303 |
|
|
2022
Q2 | $231K | Sell |
6,929
-733
| -10% | -$24.4K | 0.01% | 1098 |
|
|
2022
Q1 | $310K | Sell |
7,662
-36
| -0.5% | -$1.46K | 0.01% | 1037 |
|
|
2021
Q4 | $341K | Sell |
7,698
-1,106
| -13% | -$49K | 0.01% | 999 |
|
|
2021
Q3 | $359K | Sell |
8,804
-13,556
| -61% | -$553K | 0.01% | 957 |
|
|
2021
Q2 | $909K | Buy |
22,360
+1,237
| +6% | +$50.3K | 0.03% | 581 |
|
|
2021
Q1 | $789K | Sell |
21,123
-1,886
| -8% | -$70.4K | 0.03% | 587 |
|
|
2020
Q4 | $842K | Buy |
23,009
+13,437
| +140% | +$492K | 0.03% | 486 |
|
|
2020
Q3 | $319K | Buy |
+9,572
| New | +$319K | 0.01% | 767 |
|