Atherton Lane Advisers’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $664K | Hold |
9,445
| – | – | 0.04% | 131 |
|
|
2015
Q3 | $635K | Hold |
9,445
| – | – | 0.04% | 132 |
|
|
2015
Q2 | $695K | Sell |
9,445
-1,400
| -13% | -$103K | 0.04% | 128 |
|
|
2015
Q1 | $823K | Sell |
10,845
-160
| -1% | -$12.1K | 0.04% | 137 |
|
|
2014
Q4 | $844K | Sell |
11,005
-270
| -2% | -$20.7K | 0.05% | 140 |
|
|
2014
Q3 | $828K | Buy |
11,275
+1,390
| +14% | +$102K | 0.05% | 145 |
|
|
2014
Q2 | $731K | Buy |
+9,885
| New | +$731K | 0.04% | 154 |
|