TRUADVICE’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
2023
Q3
$1.95M Buy
54,287
+31,057
+134% +$1.12M 0.77% 35
2023
Q2
$855K Sell
23,230
-2,412
-9% -$88.8K 0.31% 82
2023
Q1
$911K Buy
25,642
+660
+3% +$23.4K 0.36% 76
2022
Q4
$848K Sell
24,982
-278
-1% -$9.43K 0.45% 43
2022
Q3
$820K Sell
25,260
-907
-3% -$29.4K 0.46% 43
2022
Q2
$961K Buy
26,167
+588
+2% +$21.6K 0.51% 43
2022
Q1
$931K Sell
25,579
-1,065
-4% -$38.8K 0.52% 42
2021
Q4
$1.1M Buy
26,644
+225
+0.9% +$9.31K 1.03% 27
2021
Q3
$1.17M Sell
26,419
-52,064
-66% -$2.3M 1.07% 23
2021
Q2
$3.3M Buy
78,483
+6,026
+8% +$253K 0.72% 36
2021
Q1
$2.87M Buy
72,457
+1,750
+2% +$69.2K 0.85% 27
2020
Q4
$2.57M Buy
70,707
+2,615
+4% +$95.2K 0.78% 29
2020
Q3
$2.29M Buy
+68,092
New +$2.29M 0.93% 26