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 |
|