SYM Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Sell |
470
-124
| -21% | -$6.21K | ﹤0.01% | 380 |
|
|
2025
Q1 | $26.9K | Buy |
+594
| New | +$26.9K | ﹤0.01% | 324 |
|
|
2023
Q3 | – | Sell |
-208
| Closed | -$7.71K | – | 192 |
|
|
2023
Q2 | $7.71K | Hold |
208
| – | – | ﹤0.01% | 103 |
|
|
2023
Q1 | $7.29K | Sell |
208
-583
| -74% | -$20.4K | ﹤0.01% | 95 |
|
|
2022
Q4 | $25.7K | Sell |
791
-1,495,087
| -100% | -$48.5M | 0.01% | 97 |
|
|
2022
Q3 | $45.7M | Sell |
1,495,878
-28,812
| -2% | -$881K | 22.15% | 1 |
|
|
2022
Q2 | $50.8M | Buy |
1,524,690
+48,330
| +3% | +$1.61M | 24.04% | 1 |
|
|
2022
Q1 | $59.8M | Buy |
1,476,360
+130,165
| +10% | +$5.27M | 25.72% | 1 |
|
|
2021
Q4 | $59.7M | Buy |
+1,346,195
| New | +$59.7M | 23.22% | 1 |
|